Your Fall “Legal Affairs” Checklist

Your Fall “Legal Affairs” Checklist With the fall season approaching, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When was your power of attorney last updated? A power of attorney is a valuable legal document, no matter what the circumstance. Not [...]

By | 2018-09-21T19:37:40+00:00 September 21st, 2018|Estate Planning|0 Comments

5 Tips for Successfully Receiving an Inheritance

If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions in you. You have lost a loved one and also experienced monetary gain. Studies show that a third of Americans who received an inheritance completely spent it within two years of receipt. Below [...]

By | 2018-09-14T18:04:15+00:00 September 14th, 2018|Estate Planning|0 Comments

Do your parents have an estate plan?

If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously), you need to know whether or not your parents have put together an estate plan. While it is still your parent’s choice to make estate planning decisions, having a plan -- no matter [...]

By | 2018-09-07T19:40:05+00:00 September 7th, 2018|Estate Planning|0 Comments

How A Living Trust Helps Your Family

There are several parts to an estate plan, one of them being a living trust. Common factors that prompt someone to create a trust includeprivacy, tax benefits, avoiding probate, and caring for family members with special needs. Estate planning also lets you dictate how your assets will pass on to future generations after your death. Avoiding [...]

By | 2018-08-24T20:23:44+00:00 August 24th, 2018|Estate Planning|0 Comments

How to Successfully Make a “Large” Gift to Your Children or Grandchildren

What constitutes a “large” gift can be relative. That being said, if you are considering giving cash or property to someone, a little bit of planning can really help avoid negative consequences.  This is particularly true if the gifted amounts are over $15,000.00, will be gifted in property, will be gifted on a regular basis, [...]

By | 2018-08-17T19:35:31+00:00 August 17th, 2018|Estate Planning|0 Comments

Estate Plan Maintenance

Your estate plan is a snapshot of you, your goals, your family, your assets, tax laws, and other laws in effect at the time it was created. All of these variables change over time, and so should your plan. It is unreasonable to expect the simple will written when you were a newlywed to be [...]

By | 2018-07-20T20:58:46+00:00 July 20th, 2018|Estate Planning|0 Comments

Declare your Independence from Court Interference!

Declare independence for your family -- from court interference. Life can be unpredictable. Whether it is a financial issue, the birth or adoption of a child, sickness or incapacity, it is important to be prepared with proper estate planning. In fact, failure to put together a comprehensive estate plan can leave you and your loved [...]

By | 2018-07-13T19:31:18+00:00 July 13th, 2018|Estate Planning|0 Comments