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So far eastham has created 37 blog entries.

Not Married? You’re not alone – but you still need a plan. Estate Planning for People Living Together, Bachelors, and Bachelorettes

Approximately half of America’s population over the age of 18 is unmarried. While much of the discussion involving estate planning focuses on married couples, this topic is just as important for a single person. In fact, many times it is even more important that a single person have a well-coordinated estate plan. This is because [...]

By | 2018-04-13T13:31:19+00:00 April 13th, 2018|Estate Planning|0 Comments

Probate

The much maligned, and rightly so, probate process occurs after death. It’s the court supervised process of authenticating the will, gathering assets, paying bills, filing taxes, and distributing assets to beneficiaries. Any assets owned in your individual name or made payable to your estate will go through probate. If you own assets in the name [...]

By | 2018-04-06T19:36:36+00:00 April 6th, 2018|Estate Planning|0 Comments

Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves

Baby boomers - the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes those born between 1946 and 1964, have entered and continue to enter into retirement. As they make this financial transition into retirement, many are learning that they have made some of the most [...]

By | 2018-03-30T13:24:15+00:00 March 30th, 2018|Estate Planning|0 Comments

Business Owner? Know What Can Happen to Your Business If You Become Incapacitated or Pass Away

Preparing your company for your incapacity or death is vital to the survival of the enterprise. Otherwise, your business will be disrupted, harming your customers, employees, vendors, and ultimately, your family. For this reason, proactive financial planning -- including your business and your estate plan -- is key. Below are some tips on how to [...]

By | 2018-03-02T16:38:51+00:00 March 2nd, 2018|Estate Planning|0 Comments

Why Your Estate Planner Needs to Know If You’ve Lent Money to Family

Many children and grandchildren are skipping the traditional bank and obtaining loans from parents or grandparents.  Unfortunately, we have all heard stories of families torn apart because of disagreements over money. So, what can you do to make sure your intra-family loans help — rather than hurt — your family? As far as estate planning [...]

By | 2018-02-23T21:05:31+00:00 February 23rd, 2018|Estate Planning|0 Comments

After Tax Reform, Is Estate Planning Still Necessary? Yes!

The new tax legislation raises the federal estate tax exemption to $11.2 million for individuals and $22.4 million for couples. The increase means that an exceedingly small number of estates (only about 1,800, nationally) will have to worry about federal estate taxes in 2018, according to estimates from the nonpartisan congressional Joint Committee on Taxation. [...]

By | 2018-02-16T20:59:27+00:00 February 16th, 2018|Estate Planning|0 Comments