Trust Funding: Is Everything Titled Correctly? Working with an attorney to draft a trust agreement for estate planning purposes is an important step. But just getting the document drafted and […]
Read More »How to Talk to Mom and Dad about Creating an Estate Plan
How to Talk to Mom and Dad about Creating an Estate Plan Conversations about death and dying are rarely fun. Most people avoid them because they invoke feelings about our […]
Read More »Estate Tax Returns—Not as Scary as They Sound
Estate Tax Returns—Not as Scary as They Sound When an individual passes away, tax issues are one of the many things that must be considered. For most individuals who pass […]
Read More »Deeper Dive into Advance Healthcare Directives in Uncertain Times
Deeper Dive into Advance Healthcare Directives in Uncertain Times When it comes to your healthcare, especially during these uncertain times, you should make sure that two estate planning documents in […]
Read More »Letter of Instruction for Your Estate Plan
Letter of Instruction for Your Estate Plan Whether you are starting from scratch or have an estate plan in place a letter of instruction (LOI) is an important part of […]
Read More »Estate Planning Strategies to Consider in an Election Year
Estate Planning Strategies to Consider in an Election Year With a push by the Democratic party to return federal estate taxes to their historic norms, taxpayers need to act now […]
Read More »Sandwich Generation Month: Considerations When Caring for Both Children and Parents
Sandwich Generation Month: Considerations When Caring for Both Children and Parents July is National Sandwich Generation Month, a time to honor those who are caring for both their children and […]
Read More »Caught in the Undertow: How No Estate Plan (or a Bad One) Could Leave Your Family Overwhelmed
Caught in the Undertow: How No Estate Plan (or a Bad One) Could Leave Your Family Overwhelmed Many people are looking forward to spending part of their summer vacation at […]
Read More »Staying Home and Safe With Your Loved Ones
Staying Home and Safe With Your Loved Ones Now especially, it is crucial to be prepared if you or someone in your family gets so sick they can’t make decisions […]
Read More »The Importance of Planning for the Unexpected
The Importance of Planning for the Unexpected The sudden rise of the coronavirus, COVID-19, has left many unprepared and confused. There are numerous reports of shortages of antibacterial hand sanitizer, […]
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