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

Why Your Heirs or Beneficiaries May Receive a Smaller Inheritance Than You Thought

Although it is rare for anyone to look forward to the passing of a loved one, many people cannot help wondering about a future inheritance. Often when a person dies and leaves money or property to heirs or beneficiaries, the first thing the heirs or beneficiaries want to know is the overall value of the [...]

By |2021-02-26T19:32:57+00:00February 26th, 2021|Estate Planning|Comments Off on Why Your Heirs or Beneficiaries May Receive a Smaller Inheritance Than You Thought

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)

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

What Happens If My Beneficiary Dies Before Me?

When planning for death, most people assume they will die before their beneficiaries (e.g., their spouse, children, and grandchildren). While these assumptions are often well-founded, they do not always come to pass. Sometimes a beneficiary of an estate or trust dies before the person leaving the inheritance. If this has happened to you, you may [...]

By |2020-09-11T21:02:36+00:00September 11th, 2020|Estate Planning|0 Comments
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