Estate Planning Needs for Every Stage
Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
September 25, 2020
Keeping The Family Farm In The Family
Develop a successful transition plan that will provide for you, your heirs and your business.
September 10, 2020
What Happens If You Don’t Fund Your Trust?
If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
September 3, 2020
What Is a Testamentary Trust?
One component of your estate plan may be a testamentary trust, which is a legal document, usually created within a will, that becomes effective at your death.
September 2, 2020
Different Trusts for Different Estate Planning Needs
Trusts are legal entities that own assets, and all trusts are not alike. They are created by a written trust document with certain provisions that can vary from trust to trust.
August 31, 2020
Take Advantage of Tax Laws Now
If you like the way the laws are today, you need to take advantage of them now, before they are changed tomorrow. In other words, use it or lose it.
August 21, 2020
Planning An Estate After A Divorce
Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
August 19, 2020
Neglecting to Fund a Trust
If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
August 10, 2020
How Do I Protect an Inheritance from Taxes?
Did you receive an inheritance of cash, investments, or property? Here are four ways that can help you keep it from being swallowed up by taxes.
July 29, 2020
Transferring your house to your children
Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
June 3, 2020