February 7, 2024 Is It Time To Review Your Beneficiary Designations? To better ensure your estate plan works as you intend it to, periodically review (and if necessary revise) your beneficiary … Read More
February 7, 2024 Encouraging Charitable Donors To Include You In Their Estate Plans Planned gifts can provide windfalls to nonprofits. We explain how they work and how you can encourage supporters to include … Read More
January 25, 2024 4 Good Reasons To Turn Down An Inheritance “Thanks, but no thanks.” If you expect to receive an inheritance from a family member but you don’t want it, … Read More
January 19, 2024 A Power of Attorney Is A Critical Part Of An Estate Plan Who will handle your financial affairs and make medical decisions for you in the event you become incapacitated? The answer … Read More
January 16, 2024 Comparing Inter Vivos And Testamentary Trusts Do you understand the differences between an inter vivos trust and a testamentary trust? Turn to us for help in … Read More
January 9, 2024 Pay Attention To Securities Laws When Planning Your Estate Some assets are easier to transfer than others. If your estate includes unregistered securities, there are complex federal securities laws … Read More
January 3, 2024 A Hybrid DAPT Can Offer The Asset Protection You Need If asset protection is at the top of your estate planning goals, a “hybrid” domestic asset protection trust may be … Read More
December 21, 2023 Yes, Your College-Age Child Needs an Estate Plan Do your college-age children have a basic estate plan? They should. Read More
December 21, 2023 Where Should You Keep Your Estate Planning Documents? A key estate planning step: Inform your family that you have an estate plan and where to locate the documents. Read More
November 30, 2023 Higher Interest Rates Spark Interest In Charitable Remainder Trusts Charitable remainder trusts can be especially effective in a high-interest-rate environment, such as right now. Find out why. Read More
November 28, 2023 Naming A Guardian Is Critical For Parents Of Young Children Choosing a guardian for your young children is one of the most important estate planning decisions you must make. Read More
November 17, 2023 Have You Made And Communicated Your Funeral Arrangements? Making formal funeral arrangements in advance can ease the burden on your family after your death. Read More
