There are many ways to approach the estate planning process, with the creation of a... [Read more...]
What’s the Problem with DIY Estate Planning?
Do it yourself (DIY) estate planning is enticing. It allows you to create an estate... [Read more...]
Neither Age Nor Health Determines Whether You Need an Estate Plan
Most people associate Estate Planning with the elderly or very wealthy. This article explores situations... [Read more...]
Work With Your Spouse to Create an Estate Plan
Are you married? Have you taken the time to discuss estate planning with your spouse?... [Read more...]
How Using Specific Bequests Could Cost Beneficiaries their Inheritance
Parents often decide to leave one child a specific asset and provide an equalizing cash... [Read more...]
The Importance of Insuring Real Estate
Transferring real estate to a trust has become a widely used tool in estate planning. Unfortunately,... [Read more...]
How Estate Planning Documents Help Prevent Elder Abuse
As loved ones and parents age, they become more vulnerable to fraudulent schemes. This article... [Read more...]
Charitable Planning in Times of Crisis
During times of uncertainty, we tend to feel helpless. This article explores how charitable giving... [Read more...]
Special Needs Planning: Here’s Why It’s a Must
Are you concerned about the well-being of a loved one with special needs? Do you... [Read more...]
The Kiddie Tax is No Child’s Game
If you set up a trust or other investment vehicle for your child, that child... [Read more...]
FAQs for First Time Estate Planning
First time estate planning is easier said than done. Sure, you may have a basic... [Read more...]
Estate Planning Reduces Stress During High Anxiety Times
During times of high stress such as tragedy or emergency, we tend to feel helpless.... [Read more...]
