2022 Estate Planning Checkup: Is Your Estate Plan Up-To-Date?
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital importance of not only preparing…
Read More 5 Ways to Pay for Your Funeral That Won’t Leave Your Family to Foot the Bill
With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, your estate plan should at least include enough money to cover this final expense.…
Read More ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 2
Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and Atlas Heche Tupper, age 13. Last week in…
Read More Anne Heche Dies With Conflict Around Her Will, Leaving Her Sons & Estate In Legal Limbo—Part 1
Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where it burst into flames. After being…
Read More President Biden’s Student Debt Relief Plan Explained
This August, President Biden, Vice President Harris, and the U.S. Department of Education (DOE) announced a three-part plan to help low and middle-income families deal with the increasingly burdensome cost…
Read More Frequently Asked Questions Regarding Loan Forgiveness
Q: How do I know if I am eligible for debt cancellation? A: To be eligible, your annual income must have fallen below $125,000 (for individuals) or $250,000 (for married…
Read More Selling Real Estate Or A Business? Avoid Capital Gains Tax With A Charitable Remainder Trust
If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to consider setting up a Charitable…
Read More Protect Your Aging Loved Ones From Undue Influence
Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they were expecting. Instead, the deceased left most of…
Read More What Your Last Will & Testament Will (And Will Not) Do—Part 2
August is National Make-A-Will Month! With this in mind, this series discusses exactly what having a will in place will—and will not—do for you and your loved ones in terms…
Read More What Your Last Will & Testament Will (And Will Not) Do—Part 1
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only…
Read More 3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 2
If you are looking to save for your loved ones’ education—whether that education is college or some other form of learning—it’s worth considering whether to use a 529 plan, an…
Read More 3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 1
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust. …
Read More 10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it altogether until…
Read More How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy
When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind,…
Read More 3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea
Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child during your lifetime may seem like a smart…
Read More How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk
The Kids Protection Plan® If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and legally…
Read More Life Insurance In Your Estate and Financial Planning
New Developments Transform the Role Life Insurance Plays in Your Estate and Financial Planning Within the past year, a combination of new legislation and the recent change of leadership in…
Read More Managing Your Digital Afterlife
Managing Your Digital Afterlife: A Guide To Facebook’s Legacy Contact If you use Facebook to share, track, and report on important life events, it can provide an intimate snapshot of your…
Read More Restrictions for LPRs Who Were Unable to Timely Return Due to COVID-19
Admissions Issues for LPRs Who Were Unable to Timely Return Due to COVID-19 The COVID-19 global pandemic has resulted in shifting patterns of travel restrictions imposed by various countries and…
Read More Moving To A New State? Review your Estate Plan
Remember to Update Your Estate Plan if You Are Moving to A New State Although you likely won’t need to have an entirely new estate plan prepared for you, upon…
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