We are now in the depth of winter, all while a global pandemic continues to affect everyday life...
Articles
Best 2021 New Year’s Resolution for Your Family
Jan 6, 2021 | Estate Planning
The best New Year’s resolution for 2021 is one that will benefit and protect your family and loved...
What to Know about Federal Estate Taxes
Dec 28, 2020 | Asset Protection, Financial Management
The federal estate tax is a type of tax that applies only to large, valuable estates. It is levied...
Why You Need More than a Will for Estate Planning
Dec 15, 2020 | Estate Planning
A will is a highly beneficial estate planning tool—the vast majority of estate plans will include...
Durable Power of Attorney – Avoiding Conservator Appointment
Dec 8, 2020 | Estate Planning, Financial Management, Long-Term Care
Conservatorship is the process where a person is appointed by the probate court to handle another...
Prenuptial Agreements and Estate Planning Overlap
Nov 30, 2020 | Estate Planning, Prenuptial Agreement
The use of prenuptial (prenup) agreements in a marriage can have a bit of overlap with your estate...
What is a Special Needs Trust? When is it Useful?
Nov 27, 2020 | Trusts
A special needs trust is an estate planning tool geared toward a person with special needs. It may...
Are there Drawbacks to a Living Trust?
Nov 17, 2020 | Living Trust, Trusts
Also known as a revocable trust, a living trust is a highly beneficial estate planning tool and...