Leave Your Kids A Nest Egg Protected From Lawsuits, Divorce, and Estate Taxes
If you have a current estate plan that distributes your assets outright to your kids – whether all at once at a certain age or in stages – you’ve overlooked…
Read More 4 Reasons Why a Cheap Estate Plan Won’t Work For Your Family
Most people, regardless of stature and wealth, likely do not know how to evaluate estimates when shopping for an estate plan. Shopping for an estate plan based on getting the…
Read More Think You Are Too Young to Need An Estate Plan? Think Again!
Even though young adults are traditionally the least likely to engage in estate planning, all adults over age 18 should have some basic estate planning documents in place. And this…
Read More Before You Agree to Be a Trustee, Read This!
Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant responsibility—and the role is…
Read More 4 Common Mistakes Made On Life Insurance Beneficiary Designations
Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your loved ones after you…
Read More Which Type of Trust Is Right For You?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or incapacity. (And, if you…
Read More Why Every Adult Needs A Living Will
When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a “last will and testament,” which…
Read More What Happens To Your Debt When You Die?
Perhaps you’ve wondered about what happens to your own debt (or your parent’s debt) when you (or they) die? Short answer[1]: it does not disappear; the debt must either be…
Read More 3 Red Flags When Creating Your Will Online
You can find dozens of websites that let you prepare a variety of estate planning documents all on your own, for little to no cost, without paying a lawyer to…
Read More Estate Planning For A Child With Special Needs
Estate planning is an obvious concern for all parents, but if you have a child with special needs, it’s crucial that you are aware of the unique considerations that go…
Read More Green Funerals: 6 Eco-Friendly Options For Your Remains
The environmental costs of death are significant and constantly rising. With the death rate expected to spike as Baby Boomers age, the funeral industry is poised to cause even more…
Read More Are You Ready for the Silver Tsunami?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous amount of wealth will pass from Baby Boomers…
Read More 4 Year-End Tax-Saving Strategies For 2022
Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-savings strategies. By taking action now,…
Read More How An Estate Plan Can Help Your Family Navigate A Recession
As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is the stock market, rising interest…
Read More Don’t Forget to Protect Your Furry Family: Estate Planning for Your Pets
Many pets end up in shelters after their owner dies or becomes incapacitated. In fact, the Humane Society estimates that between 100,00 to 500,000 pets are placed in shelters each…
Read More 7 Questions To Consider When Purchasing Disability Insurance
If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or injury, disability insurance…
Read More How To Manage Your Digital Accounts After Your Death—Part 3
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by…
Read More How To Manage Your Digital Accounts After Your Death—Part 2
If you have any online accounts, such as Gmail, Facebook, Instagram, LinkedIn, Apple, or Amazon, you have a digital legacy, and that legacy is yours to preserve or lose. Following…
Read More How To Manage Your Digital Accounts After Your Death — Part 1
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by…
Read More Trusts & Taxes: What You Need To Know
People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up, we’ll explain the tax…
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