Families with Young Children: Estate Planning Considerations
Feb 11, 2019
“Our young children are our lives and our greatest blessings. They mean everything to us and everything we do is with them in mind. They are our past and future…
How to Include Cryptocurrencies in your Estate Plan
Dec 18, 2018
The primary goal of your estate plan is the overall protection of wealth and assets in the event of your death or incapacitation. It ensures your assets may be distributed,…
The Importance of Family Legacy Planning
Nov 07, 2018
At its heart, an estate plan is deciding what would happen to your property and wealth in the time following your incapacity or death. It identifies who you would like…
Why are we Raising Prices of our Estate Plan Services…
Oct 22, 2018
Since we opened our doors back in 2015, we have never once increased our prices. That’s pretty much unheard of in our industry and something we are very proud to…
Love, Marriage, & When to Update Your Estate Plan
Oct 08, 2018
Whether having recently married or you’re about to take the plunge, you more than likely have a lot on your mind. Wedding plans, family plans, and an entire lifetime together…
The Opportunity of a Lifetime, Literally…
Feb 21, 2018
If you or your spouse are over 55 years old, there might be some big tax concerns you have when it comes to moving. First, you’re worried about the large…
The Best and Worst Way to Own Your Property
Feb 17, 2018
PRIMARY HOMES If you are married and own a primary home, chances are you own it as either “joint tenants” (JT) or “community property with rights of survivorship” (CPWROS). Both…
How Step-Up in Basis Works
Feb 17, 2018
The concept of step-up in basis is a staple in estate planning. Planning decisions must take this concept into account, as the potential benefits of preserving step-up in basis for…
The 2018 Tax Bill and what it Means for Estate…
Feb 15, 2018
BACKGROUND: There can be many reasons why you need a trust – but here are 2 of the most common. The first reason is to avoid probate. Probate is a court…
Planning to Protect Your Assets
Jan 09, 2018
Asset protection planning is an important step to take in safeguarding your hard-earned assets from being lost, inadvertently, because you overlooked something important. The most foundational level of asset protection…
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