4 Tips For Discussing Estate Planning With Your Family This Holiday Season
As we head into the peak of the holiday season, you are likely spending more time than usual surrounded by your family and friends. It is...
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Blog
raina58
- Dec 12, 2022
- 6 min
Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?
Whether it is called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it is a fact that a...
raina58
- Dec 9, 2022
- 5 min
HOW AN ESTATE PLAN CAN PROTECT YOUR BUSINESS & FAMILY
You have most likely dedicated significant time and energy to creating a vision for your business, executing that vision, and even...
raina58
- Dec 9, 2022
- 4 min
2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP-TO-DATE?
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital...
raina58
- Dec 9, 2022
- 4 min
HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH — PART 1
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
raina58
- Dec 9, 2022
- 5 min
3 Critical Considerations For How To Save For Your Child’s(or Grandchild’s) College Education—Part 2
If you have started to save for your child or grandchild’s college education, it is worth considering whether to use a 529 plan, an...
raina58
- Dec 5, 2022
- 5 min
4 Year-End Tax-Saving Strategies For 2022
Although the end of the year can be a hectic time, it is also the deadline for your family to implement a number of key tax-savings...
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- Aug 8, 2022
- 4 min
3 Critical Considerations For How To Save For Your Child (or Grandchild’s) College Education—Part 1
If you have started to save for your child or grandchild’s college education, it is worth considering whether to use a 529 plan, an...
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- Jul 11, 2022
- 6 min
5 Common Estate Planning Concerns For Your Second (Or More) Marriage
With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...
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- Jun 20, 2022
- 7 min
3 Reasons Why Single People With No Children Need An Estate Plan
These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of...
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- Jun 6, 2022
- 7 min
How To Pass On Family Heirlooms and Keepsakes Without Causing A Family Feud
When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and...
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- May 30, 2022
- 4 min
Do Not Let Your Kids Leave Home Without Signing These 3 Documents
As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue...
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- May 16, 2022
- 8 min
10 Common Estate Planning Mistakes Your Family Cannot Afford to Make—Part 2
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...
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- May 9, 2022
- 7 min
10 Common Estate Planning Mistakes Your Family Cannot Afford to Make—Part 1
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...
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- May 2, 2022
- 4 min
How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy
When you think about loved ones who have passed away, you probably do not think very much—or even at all—about the “things” they have...
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- Apr 25, 2022
- 6 min
3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea
Whether it is to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child...
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- Apr 18, 2022
- 7 min
How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk
If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and...
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- Apr 1, 2022
- 8 min
Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
As a parent, you are likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating...
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- Mar 28, 2022
- 7 min
7 Last-Minute Moves To Save On Your Taxes For 2021
Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can...
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- Mar 21, 2022
- 7 min
Probate: What It Is & How to Avoid It—Part 2
Last week, in part one of this series, we explained how the probate process works and what it would entail for your loved ones. Here in...
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