Estate Planning

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...
Responsibilities of a Trustee

The Responsibilities of a Trustee

March 19, 2021
When planning for your family’s future, two critical decisions include choosing a guardian for your children should something happen...
Tax Advantages To Combining College Funding with Estate Planning

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

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...
Don’t Put it Off Review Your Estate Plan

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...
Choosing a trustee family or third party

Choosing 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...
Rethinking Beneficiaries for Your Estate

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...
A Letter of Instruction

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...

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...

Social Media & iTunes Accounts Can (And Should) Be Part Of Your Estate Plan

April 29, 2019
Q: What is a Digital Asset? A:  Digital assets are any type of digital content owned by an...

Ready, Planning & ABLE: Special Accounts for Individuals With Disabilities

November 6, 2018
One of the newer additions to the financial planning toolbox in recent years, ABLE accounts (The Stephen Beck Jr....

How To Disinherit Your Children Without Even Trying

December 2, 2016
What if you accidentally disinherited your children? It happens more often than you might think. Read the fictional scenario...

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