May 16, 2023 You’ve Received A Sizable Inheritance: Now What? For many, receiving a large inheritance is a dream come true. If a loved one leaves you a significant amount … Read More
May 4, 2023 Don’t Overlook These Two Estate Planning Strategies Does your estate plan take advantage of two of the most popular planning strategies available? Read More
May 4, 2023 Addressing Guns in an Estate Plan Requires Special Knowledge If you own a gun or a gun collection and plan to include it in your estate plan, bear in … Read More
April 24, 2023 Avoiding Challenges To Your Estate Plan Take these action steps now to minimize the chance of a will contest and increase the chance of family harmony … Read More
April 18, 2023 Have You Planned For Long-Term Care Expenses? Too often, people planning their estates focus on tax and asset-protection issues and overlook long-term health care needs. Here are … Read More
April 6, 2023 Breathe New Life Into A Trust By Decanting It Decanting can make your wine taste better and provide your trust greater flexibility. Read More
March 30, 2023 An Estate Planning “Road Map” Can Act As A Catchall For Your Final Thoughts Do your loved ones a favor by creating a “road map” to your estate plan. Contact us if you’d like … Read More
March 30, 2023 Should You Move Your Trust To Another State? The variables are many when determining whether you can move your trust to another state. Read More
March 22, 2023 Plan Carefully To Avoid GST Tax Surprises Did you know that there are three types of asset transfers that can trigger generation-skipping transfer (GST) tax? Read More
March 16, 2023 Enacting A Spendthrift Trust Can Be Beneficial To Your Loved Ones Despite its name, the purpose of a spendthrift trust isn’t just to protect profligate heirs from themselves. Read More
March 2, 2023 Have You Reviewed Your Life Insurance Needs? Making sure you have the right amount of life insurance coverage can help ensure your family’s well-being after you’re gone. Read More
February 23, 2023 To File Or Not To File A Gift Tax Return Knowing when a gift tax return must be filed can keep you on the right side of the IRS. Read More
