Revocable “living” trusts have become a very popular estate planning vehicle, primarily for the purpose of avoiding a pr…
Estate Planning
Smart Estate Planning Strategies for Women
When is the last time you thought about your estate plan? If you are like most women, it is probably not something that …
‘Tis the Season for Year-End Planning: Tip #3
We’re back with another tip to help you wrap up 2017! Miss the first two items on our year-end planning checklist? Get u…
Transferring Assets at Death: Wills and Probate
Estate planning typically involves the analysis of ownership, transfer and taxation of assets, both during a person̵…
Your Child Just Turned 18: Don’t Overlook This Critical Issue
There is great joy in having your child reach their eighteenth birthday and become a legal adult. It is often a celebrat…
Keep the Peace, Preserve Your Wealth
Numerous studies have claimed that the greatest wealth transfer in history is underway, with a staggering $36 trillion e…
Six Estate Planning Tasks to Tackle Today
I’ve heard it said that estate planning is a process some people avoid, because they link its completion to someho…
Tips for Managing an Inheritance
Many people imagine what they would do with a million dollars. But there are a number of situations that require a perso…
Inheritance Strategies for Blended Families
Blended families, or families in which one or both parents have children from a previous relationship, are more common i…
Death and Taxes: Estate Planning Considerations
Death and taxes. It is said that those are the only two certainties in life, yet people rarely want to discuss either. I…