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Transfer Wealth Before Lifetime Exemption Expires in Two Years

August 1, 2023

When it comes to the tax-free transfer of wealth, we’re living in a golden era. Single individuals can move...

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7 Common Estate Planning Mistakes to Avoid

April 28, 2023

Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...

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Choosing a Guardian and Trustee

January 1, 2023

When planning for your family’s future, two critical decisions include choosing a guardian for your children should something happen...

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Trusts Offering a Silver Lining in a High Interest Rate Climate

August 2, 2022

Given the current high interest rate environment, you may be wondering whether there are strategies you can employ to...

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Estate Planning Strategies to Consider Ahead of Biden’s Potential Tax Changes

May 4, 2021

President Biden’s proposed tax policy includes potential changes to estate and gift tax as well as capital gains tax...

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Education Funding Strategies

March 17, 2021

When planning for a loved one’s education, it might make sense to combine college saving with estate planning. In...

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Create a Will and Trusts to Protect Your Assets and Loved Ones

November 5, 2020

Beloved Black Panther actor Chadwick Boseman sadly died without a will. What does that mean for his wife? She...

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Don’t Put it Off—Review Your Estate Plan

September 29, 2020

An estate plan review may rank right up there with doing your taxes, so you’ve likely been putting it...

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How to Choose a Trustee: Family or Third Party

July 1, 2020

Setting up a trust helps protect your assets and how they are distributed during your life and for future...

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Rethinking Beneficiaries for Your Estate

June 16, 2020

Given recent legislative changes, you might want to review, and potentially update, your estate plan. The SECURE Act of...

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A Letter of Instruction – Providing Peace and Comfort to Your Loved Ones

July 28, 2019

Q: Why is it important for people to have a letter of instruction? A: A letter of instruction...

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A Starting Place: Planning for Dementia & Alzheimer’s

June 5, 2019

It usually starts slowly — a family member can’t find the car keys or reads an article about a...

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Transfer Wealth Before Lifetime Exemption Expires in Two Years