Topics You need to Address before a Mid-Life Marriage

Getting married in middle age or beyond, is not only a significant personal milestone, it’s also one of the biggest financial decisions of your life.

May 8, 2024

Estate Planning for Veterans and Active Military Is Important

This article explores the importance of estate planning for veterans and active military personnel and the essential documents to include in your estate plan.

May 7, 2024

New IRS Tax Rule affects Irrevocable Trusts in Estate Planning

Capital gains taxes are the heart of the IRS Rule 2023-2 changes. Individuals pay taxes on the difference between an asset’s purchase price and a higher sell price as that asset’s value grows over time. When creating or updating an estate plan, you must consider the new IRS rule.

April 19, 2024

Essential steps for Gen Xers caring for Aging Parents

Many Generation Xers are in a unique position, “sandwiched” between raising their children and caring for aging parents. A proactive estate plan can help alleviate financial burdens and smooth aging parents’ path into retirement for both generations.

April 15, 2024

Protect Family Wealth from Third Generation Curse

Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth.

April 10, 2024

Cognitive Decline is Overlooked in Estate Planning

We explore the critical importance of addressing cognitive decline in estate planning to safeguard assets and ensure intended inheritance.

April 3, 2024

Considering Medicaid Asset Protection Trusts?

Medicaid Asset Protection Trusts (MAPTs) are a strategic way to qualify for Medicaid benefits and to preserve your assets. This blog explores how MAPTs work and their benefits.

April 1, 2024