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Mar
The Overlooked Risk in Every Estate Plan: Disability
Disability is often treated as a remote possibility, something that happens to other people. Yet one of the most persistent blind spots in planning conversations is disability risk. Disability is not limited to conditions that we are born with. It can arise for anyone, at any age...
View MoreCategory: Estate Planning
11
Mar
Protecting Those You Love: Estate Planning When a Family Member Has a Disability
Many famous figures have argued that how a society treats its most vulnerable members is a measure of its humanity and moral character. As Mahatma Gandhi famously observed, a society is ultimately judged not by its wealth or power but by how it uplifts those who need help the mos...
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11
Mar
Committed, Protected, Prepared: Estate Planning Tips for Unmarried Partners
More couples than ever are building committed, long-term relationships without marrying. Whether by choice, circumstance, or principle, many Americans are opting out of marriage—but not out of commitment. Cultural norms around marriage have shifted dramatically in recent de...
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11
Mar
Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate
Many people focus on estate planning as a way to manage what happens after their death, but a truly comprehensive estate plan also protects you while you are alive. Planning for incapacity—the inability to manage your personal, financial, or medical affairs due to illness...
View MoreCategories: Guardianships Estate Planning
11
Mar
Rewarding Employees: Selling Your Business Through an MBO or ESOP
For many business owners, retirement brings both excitement and uncertainty. Ensuring that the company you worked so hard to build continues to thrive requires a thoughtful succession plan. While some owners prepare a family member to take over and others seek an outside buyer fo...
View MoreCategory: Business Planning
11
Mar
Passing Along a Benefit, Not a Burden: Why Planning for Absence and Incapacity Is Essential for Business Owners
As a business owner, you may already be thinking about how to protect your company after your passing. But comprehensive estate planning must also account for a more immediate risk: what happens if you become mentally incapacitated, seriously ill, injured, or simply unavailable f...
View MoreCategory: Business Planning
11
Mar
Stress Test Your Estate Plan: Ensuring It Remains Effective
Creating an estate plan is a significant accomplishment. But signing the documents is just the beginning. To truly protect your legacy and provide peace of mind, your estate plan must be continually reviewed and updated. Estate plans are living tools, and they evolve as your life...
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11
Mar
Mission Accomplished: Estate Planning Essentials for Veterans
Each year around Veterans Day, we pause to honor those who have served our country. Yet, what's often overlooked are the unique challenges Veterans face once their service ends, particularly the transition from the structure and support of military life to the independence ...
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11
Mar
When Is an Estate Subject to State Death Taxes?
In addition to the federal estate tax, many states impose their own taxes at death. Understanding these state-level estate and inheritance taxes, often collectively called “death taxes,” is essential for creating a comprehensive estate plan that protects your legacy a...
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11
Mar
Estate Plans Age Too: How to Keep Yours Fresh and Effective
Your estate plan is one of the most important sets of legal tools you will ever create. It's designed to protect you, your loved ones, and everything you’ve worked hard to build. A well-crafted plan can minimize taxes and fees, keep your personal matters private, and ...
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11
Mar
The True Cost of Inheriting a Home
The United States is in the midst of the largest generational wealth transfer in history. Over the next few decades, baby boomers are expected to pass down an estimated $84 trillion in wealth1, $18 to $19 trillion of it tied to residential real estate2. For many younger Americans...
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11
Mar
What to Do After a Loved One Dies
Losing a loved one is never easy. Along with the grief, you may suddenly find yourself responsible for handling their affairs. If you are named as the executor or personal representative (when there is a will or no estate plan) or as the successor trustee (when there is a trust)...
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