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Whether you need to create a simple Will, protect your assets, or plan for your business, our team is here to help.
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Apr
We both have children from prior marriages, how can our estate plans protect them?
It is extremely disturbing to hear about situations where one spouse received property from the other then left it to his or her own family excluding the spouse’s children. Sometimes this happens inadvertently through lack of planning or bad planning rather than a deliberate inte...
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Apr
The Most Important Love Letters You’ll Ever Write?
Many people have the misperception that estate planning is simply preparing for what happens at death and is only necessary for the wealthy or affluent. To the contrary, estate planning is as much about passing values to loved ones as it is about passing material possessions. Thu...
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Apr
What can I do to provide for my pets?
Many of our clients have expressed concern about providing for their pets if they are unable to care for them. People execute wills so that family members or other loved ones are provided for this includes their pets. If you are fortunate enough to have a friend or relative who w...
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Apr
Planning Opportunities Available to Affluent Families
With the $5. 12 million per person federal tax exemption ($10. 24 million for married couples), most of the estate planning “talk” these days has been on the planning opportunities available to wealthy families. However, the need for estate planning affects everyone! According to a...
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Apr
70 percent of intergenerational wealth transfers fail
Recently, a Forbes article claimed that “70% of intergenerational wealth transfers fail. ” This conclusion was reached in a new Williams Group study examining the long-term effects of wealth transfers in 3,250 families. According to the study, “Failure” means situations where the...
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Apr
Pre-Need Funeral Contracts — What You Need to Know
Most, if not all, funeral homes offer pre-need funeral arrangements. Pre-need simply means you pay for your funeral arrangements in advance. The allure of the pre-need arrangement is the sense of security it provides to those who wish to leave as little of a burden as possible on...
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Apr
Financial Power of Attorney
As you begin the process of estate planning, one of the considerations you should make it who you would like to handle your affairs and make decisions on your behalf if you become unable to do so for yourself. Some of the tools available to do this include living wills and variou...
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Apr
Grantor Trusts
Why should I want a “Grantor Trust” ? A Grantor Trust is a Trust that is ignored for tax purposes. Back when Federal Income Tax Rates were much higher, wealthy individuals would establish many trusts for their descendants to push income in to the lower brackets. The t...
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Apr
What are Conservation Easements?
What would a conservation easement do for me? The conservation easement is an agreement that permanently restricts the future development or use of your land. You may do this to preserve your land and maintain it in its current condition so that it is preserved for future generat...
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Apr
Donating Your Body to Medicine
As part of your estate plan, you may want to leave instructions in your will to your loved ones to donate your body to medicine. There are many important reasons to donate your body to medicine. Your donation can be used to: Teach medical students about the human body Allow surg...
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