National Home Remodeling Month: Can I Remodel My Own Estate Planning Documents?

Do you know that, according to the National Association of Home Builders, May is National Home Remodeling Month? Many people associate spring with cleaning out the old, brushing off the dirt accumulated from the long winter, and starting projects around the house that have been neglected for far too long. Perhaps, however, your home is [...]

By |2021-05-07T12:51:54+00:00May 7th, 2021|Estate Planning|Comments Off on National Home Remodeling Month: Can I Remodel My Own Estate Planning Documents?

Providing for Your Parents in Your Estate Plan

If you are part of the baby boomer generation (born between 1946 and 1964), you may also find that you are a member of the sandwich generation, with responsibilities to both your parents (now or in the future) and your children. This should change the way you think about estate planning--instead of the traditional approach [...]

By |2021-04-16T20:51:37+00:00April 16th, 2021|Estate Planning|Comments Off on Providing for Your Parents in Your Estate Plan

Seven Ways to Avoid Family Fights over Your Property

Ask a group of friends if they have experienced a family fight over property after a loved one has died, and you will be in for a lively and eye-opening conversation. Far too many families end up fighting, or at least experiencing tension, over a family inheritance. But it does not have to be that [...]

By |2021-03-19T20:24:45+00:00March 19th, 2021|Estate Planning|Comments Off on Seven Ways to Avoid Family Fights over Your Property

Should You Own Your Timeshare in Your Trust?

Timeshares have come a long way since they first arrived in the real estate market back in the ’70s. In the early days of timeshare ownership, high-pressure sales tactics, exceedingly vague contracts, and inflexible scheduling policies caused many people to quickly regret such purchases. Over time, however, timeshares have become more consumer-friendly with greater transparency [...]

By |2021-02-12T16:51:47+00:00February 12th, 2021|Estate Planning|Comments Off on Should You Own Your Timeshare in Your Trust?

Ways to Leave Your Real Estate to Your Loved Ones (and the Pros and Cons)

Owning real estate continues to be a very popular investment vehicle for individuals and couples alike. One attractive feature of investing in real estate is that investment property can also double as a personal residence. In other cases, real estate investments may be rental, recreational, commercial, or farm properties. Whatever the case, it is important [...]

By |2021-02-05T21:51:33+00:00February 5th, 2021|Estate Planning|Comments Off on Ways to Leave Your Real Estate to Your Loved Ones (and the Pros and Cons)

You Inherited a Retirement Account: Now What?

For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts. Indeed, doing so can be a powerful way to reduce your current income tax liability, grow your savings exponentially tax-free, and, in most states, protect your savings from claims of creditors. And by and large, [...]

By |2021-01-22T15:14:41+00:00January 22nd, 2021|Estate Planning|Comments Off on You Inherited a Retirement Account: Now What?

My Loved One Has Died: As an Heir or Beneficiary, Do I Need an Attorney?

You just found out that your favorite aunt, Aunt Melba, has died. In the midst of your grief and sadness, you receive a notice from the attorney handling Aunt Melba's affairs stating that you are a beneficiary. Your best friend advises you to get an attorney. What should you do? Will Aunt Melba's attorney help [...]

By |2021-01-08T21:38:51+00:00January 8th, 2021|Estate Planning|Comments Off on My Loved One Has Died: As an Heir or Beneficiary, Do I Need an Attorney?

Protecting Your Significant Other’s Future

November is a popular month for couples to tie the knot in the United States. While wedding planning most often includes tuxedos, dresses, rehearsal dinners, and guest lists, an often overlooked part of pending nuptials is estate planning. For young couples beginning a life together and getting married for the first time, estate planning may [...]

By |2020-11-20T14:11:55+00:00November 20th, 2020|Estate Planning|0 Comments

3 Estate Planning Secrets the Wealthy Use That You Can Too!

Estate planning is complex and continually evolving. Often, affluent families are “early adopters” of the newest and best estate planning strategies. Luckily, by working with us, you can benefit from the same estate planning strategies that affluent families do.  Here are a few techniques we should discuss soon. Maintain an up-to-date, trust-centered plan.  The foundation [...]

By |2020-11-13T21:48:06+00:00November 13th, 2020|Estate Planning|0 Comments

Deeper Dive into Advance Healthcare Directives

When it comes to your healthcare, especially during these uncertain times, you need to ensure that two estate planning documents in particular are up to date. The first is your healthcare power of attorney. This document allows you to name a person to make medical decisions on your behalf or communicate your wishes in the [...]

By |2020-10-09T14:30:00+00:00October 9th, 2020|Estate Planning|0 Comments
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