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 »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 »The ABCs of RLTs
The ABCs of RLTs You may have heard of a revocable living trust (RLT), which is a commonly used estate planning solution. But what exactly are they, who is affected […]
Read More »Will vs. Trust: Which is Right for You?
Will vs. Trust: Which is Right for You? When you sit down to create your estate plan, there are likely dozens of questions running through your mind. Who should get […]
Read More »Planning for Children with Special Needs
Planning for children with special needs Estate planning requires specialized planning when you have a child with special needs. Looking to the future as to how your child will be […]
Read More »The Benefits of Trusts for Beneficiaries – Why Delayed Distribution is often Superior to Outright Distribution
The Benefits of Trusts for Beneficiaries – Why Delayed Distribution is often Superior to Outright Distribution Whether you have accumulated a little or a lot of wealth over your lifetime, […]
Read More »Trusts – The Swiss Army Knife of Estate Planning
Trusts – The Swiss Army Knife of Estate Planning To the general public, a trust may seem like an advanced tool only for the wealthiest among us. But, the reality […]
Read More »How to Leave Your Life Insurance and Retirement Plan to Your Minor Children
How to Leave Your Life Insurance and Retirement Plan to Your Minor Children Our children are our pride and joy. It is no surprise that at some point or another, […]
Read More »There’s Never A Better Time Than Now To Get Your Affairs in Order
There’s Never A Better Time Than Now To Get Your Affairs in Order As the busy year is coming to a close, I am writing this last post of 2017 […]
Read More »Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent
Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent There is a common misconception that estate plans are only for the ultra-rich – the top 1 percent, […]
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