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Schedule Your Free Consulation13
May
How to Make the Next 100 Days Impactful
What comes to mind when you think of spring? Maybe it is blooming flowers, buzzing insects, singing birds, or the fresh smell of the earth after a rain. Your thoughts might turn to outdoor pursuits as the days grow warmer and longer. Memorial Day is not far off, marking the unoff...
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May
Notable Estate Planning Legislation
No matter the time of year, taxes are always a hot topic. While we usually think about taxes in terms of how they affect us today, it can be equally important to understand the history of tax laws that can impact your estate plan. The Estate and Gift Tax Taxation of propert...
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May
Spring Cleaning and Planning
President Trump's First 100 Days in OfficePresident Trump entered office having won the electoral college and with relatively strong approval ratings. On his first day in office, he issued over 25 executive orders, and in his first 30 days, he issued more than 70,1 seeking...
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May
Planning for the Unthinkable: Essential Tools for Parents of Minor Children
Did you know that roughly 75% of Americans don't have a basic will 1? Even more concerning is that many of these individuals have children under the age of 18, leaving their families vulnerable to unnecessary legal complications and uncertainty. Estate planning is often mis...
View MoreCategories: Estate Planning Trusts Guardianship
10
May
Caution: Your Traditional Asset Protection Plan Is Set Up to Fail
With rising housing costs and the appeal of shared financial responsibilities, more people are considering co-owning a home with someone other than a spouse—such as a friend, relative, or significant other. While this arrangement can offer financial and lifestyle benefits...
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10
May
Should You Buy a Home with Someone Other Than a Spouse?
With rising housing costs and the appeal of shared financial responsibilities, more people are considering co-owning a home with someone other than a spouse—such as a friend, relative, or significant other. While this arrangement can offer financial and lifestyle benefits...
View MoreCategory: Estate Planning
10
May
Choosing the Ideal Trust for Your Wishes
The term estate may bring to mind mansions, vast fortunes, and a level of wealth that many people do not possess. This misconception may lead to the false impression that estate planning is only for the rich and famous, discouraging those with more modest means from seeking profe...
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May
Beneficiary and Transfer-on-Death Designations: Are You Doing It Right?
Do you know which of your accounts have beneficiary designations, sometimes called transferon-death (TOD) or payable-on-death (POD) designations? Have you updated them recently? Are you aware of what can go wrong if there are issues with your beneficiary designation forms? If you...
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May
Is Outright Distribution the Perfect Fit for Your Loved Ones?
Although Americans are living longer and spending more time—and money—in retirement, many parents intend to leave an inheritance to their children. The exact amount can vary greatly depending on individual circumstances and wealth levels, but even a small inheritance...
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May
The Trust Protection Myth: Does Your Revocable Trust Really Protect Against Lawsuits?
Many people mistakenly believe that once they set up a revocable living trust and transfer ownership of their accounts and property into the trust, those assets are protected from lawsuits. Unfortunately, this is not true. While revocable trusts can safeguard your beneficiaries&r...
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