Do It Now: Name a Guardian for Your Minor Children
We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too…
How Estate Planning Can Help You Dream About Your Future
A dream without a plan is simply a wish. Estate planning is not just about death and taxes — it puts you…
Why a Spendthrift Trust Can Be a Great Solution for Your Heirs
There are many tools that can be used when putting together your estate plan. One such tool is a trust. A trust…
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,…
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…
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…
Are Payable-On-Death Accounts Right For You?
A payable-on-death account, also called a POD account, is a common way to keep bank and investment accounts out of probate, the…
3 Asset Protection Tips You Can Use Now
A common misconception is that only wealthy families and people in high risk professions need to put together an asset protection plan….
Asset Protection Planning
We all have a lawsuit bulls-eye on our backs. Unfortunately, lawsuits, including frivolous lawsuits, are filed daily against good people like you….
Debt After Death: Why You Should Think About It When Estate Planning
If you carry debt, do not assume that your death or incapacity will make it automatically disappear. To the contrary, the money…