Estate planning typically involves the analysis of ownership, transfer and taxation of assets, both during a person̵…
Estate Planning
Transferring Assets at Death: Revocable Living Trusts
Revocable “living” trusts have become a very popular estate planning vehicle, primarily for the purpose of avoiding a pr…
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…
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…