Estate planning is more than just dividing assets to beneficiaries after your passing. There are estate planning tools that were created to protect you and the people and things that matter to you most even while you’re still alive. Establishing power of ...
The Importance of Beneficiary Designations
Estate planning is essential to protecting your assets and quality of life in case of incapacity. However, will your legacy be appropriately distributed once you've passed on? Beneficiaries stand as the recipients of your assets. In this context, assets e ...
How to Protect Inheritance for Your Loved Ones
Estate planning is a deeply personal journey that goes beyond the mere distribution of assets. It's about safeguarding the legacy you've built over a lifetime and ensuring that your loved ones are well taken care of when you're no longer there to guide th ...
Maximizing Convenience: Online Document Prep Services
One of the most important aspects of estate planning is having access to your documents and an efficient way to make adjustments as necessary. Some changes are so small it’s not easy to find the time to come into the office with questions or requests. To ...
Does Your Long-Term Care Plan Include Protecting Your Assets?
It’s important to have an estate plan in all phases of our lives, but as we age, planning for the future becomes a necessity. Finding ways to protect your assets and prepare for the possibility of long-term care will ensure that you and your family will b ...
Did the IRS quietly change the rules on your children’s inheritance?
There have been recent news articles about some changes the IRS made concerning inheriting assets from trusts. According to the article, in March the IRS issued Revenue Ruling 2023-2. The new Ruling states that property held in an irrevocable trust is n ...
The Difference Between Revocable & Irrevocable Trusts
Every estate planning strategy will look different based on your individual circumstances and unique family needs. There are so many legal tools at your disposal, sometimes it’s difficult to decide on the best course of action. Of course, an experienced e ...
Trust Administration Tips for New Trustees
As a trustee, you play a vital role in the administration of a trust. Trust administration can be complex and time-sensitive, requiring a great deal of attention to detail and a thorough understanding of the trust. It’s important to be fully committed to ...
Estate Planning for Blended Families: Strategies for Success
Although nuclear families still exist, blended families are becoming increasingly common. It’s more common to see step-parents taking a more active role in raising their step-children and better attitudes toward peaceful and friendly co-parenting. However ...
Special Needs Estate Planning
Few things are more beautiful and pure than a parent’s love for their child. Parents work hard to ensure that their children have the best chance at a successful career and one day retire after living a fulfilling life. However, not all children have the ...
Keep Valentine’s Day Romantic With a Nuptial Agreement
Valentine’s day can be a subject of excitement and joy for some couples, and a sore reminder for others. One of the easiest ways to keep things romantic is to eliminate the worry surrounding assets in a marriage is through a prenuptial or postnuptial agre ...
Estate Planning New Year’s Resolutions
New Year’s is fast approaching, which means that many of us are reviewing 2022 and deciding what we can do better in 2023. We’re also identifying new goals based on everything that’s happened this year. Estate planning should be on everyone’s agenda fo ...