Blended Families face Unique Planning Decisions

There are many different configurations of blended families. However, they are generally made up of married couples who have children from previous marriages or relationships.

May 16, 2023

Single Parents Need Estate Planning

Nobody likes thinking about what happens if they should become incapacitated or die. However, we all need to have a plan in place for just these possibilities.

April 18, 2023

Safeguarding Digital Assets in Estate Planning

Cryptocurrency has become a new wrinkle in the development of an estate plan.

April 12, 2023

Include your Memorabilia in your Estate Planning

Memorabilia collections, by their nature, are specialized and unique. When considering your estate planning, it’s important to think about what you require of your beneficiaries — if you’re not planning on selling your collection — and how you can make that process as easy as possible for your family. What will your spouse or children have to deal with as they dispose of the items?

March 20, 2023

Consider Annuities in your Estate Planning

An annuity beneficiary is a person or entity that receives the benefit of an annuity after the death of the annuity owner. Who you choose to be the beneficiary of your annuity depends on several factors, including the type of annuity you own and your financial goals for it.

March 2, 2023

There is Value in a Life Insurance Trust

Created to own and control a life insurance policy or policies while the insured is alive, Irrevocable Life Insurance Trusts (ILITs) are tools that are sometimes recommended by estate and planners.

February 27, 2023