How Do I Plan for My Incapacity?

What would happen if you were mentally or physically unable to take care of yourself or your day-to-day affairs? You might not be able to make sound decisions about your health or finances. You could lose the ability to pay bills, write checks, make deposits, sell assets, or otherwise conduct your affairs. Unless you’re prepared, incapacity could devastate your family, exhaust your savings and undermine your financial, tax and estate planning strategies.

January 27, 2020 No Comments

Estate Planning Mistakes to Avoid

Preparing an estate plan, is like getting a physical. We know responsible adults have it done but choosing to do it yourself is just not appealing. We may decide with the information available on the internet, we simply can self-diagnose any problems that arise.

January 26, 2020 No Comments

What You Need to Understand about Step-Up in Basis At Death

There are several tax concepts that are important for real estate investors, but for many people, step-up in basis is one of the least understood.

January 25, 2020 No Comments

What the Movie “Knives Out” Teaches Us About Estate Planning

One of the most dramatic scenes in the movie, is the gathering of the Thrombey Family at their father’s estate to hear the reading of the will.

January 24, 2020 No Comments

Is it a Good Idea to Put My Home in a Dynasty Trust?

They want to leave their house to all three of the children, but they do not want us to sell the home after they both die. Is there a way they can make it, so the house can’t be sold after their deaths?

January 23, 2020 No Comments

Start the New Year with Estate Planning To-Do’s

Every estate plan should bring you peace of mind, but much more than that, an estate plan is one of the best gifts you can give your loved ones.

January 22, 2020 No Comments

Estate Planning for Adult Children

Parents may be surprised to learn that without some specific documents in place, they will no longer be able to obtain information or help their loved one should they be in an accident or other situation, where they can’t advocate for themselves.

January 21, 2020 No Comments

How to be Sure Your Estate Doesn’t go to the Wrong Person

Do you want to disinherit your loved ones? Then simply name the wrong person on your beneficiary forms. That sounds too simple, yes, but everyday individuals die leaving their financial assets to the wrong person.

January 20, 2020 No Comments

Tips on Owning Property with Someone Other than Your Spouse

It’s very common for spouses to title property they own together as ‘joint with right of survivorship.’ When one passes, the other owns the property outright. It’s simple, easy and automatic. However, it can get messy when the other joint owner isn’t your spouse.

January 19, 2020 No Comments

Am I Too Young to Think About Estate Planning?

Many people equate estate planning with older people who have more assets and more to protect. However, that doesn’t mean younger people should ignore the benefits of estate planning. According to Caring.com, only 34% of adults ages 35 to 44 have a will and 18% of adults ages 18 to 34 have one.

January 18, 2020 No Comments

Blog Articles

How Do I Plan for My Incapacity?

Estate Planning Mistakes to Avoid

What You Need to Understand about Step-Up in Basis At Death

What the Movie “Knives Out” Teaches Us About Estate Planning

Is it a Good Idea to Put My Home in a Dynasty Trust?

Start the New Year with Estate Planning To-Do’s

Estate Planning for Adult Children

How to be Sure Your Estate Doesn’t go to the Wrong Person

Tips on Owning Property with Someone Other than Your Spouse

Am I Too Young to Think About Estate Planning?

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