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…
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…
What is a foreign trust?
Jul 10, 2017
The Tax Implications of a Foreign Trust The issue of foreign trusts comes up in estate planning during a number of different situations. For example, if you name a successor…
5 Ways to Keep Your Family Out of Court After…
Jul 22, 2015
You have likely heard over and over that there are many advantages to creating a comprehensive estate plan. One of the most important benefits for many individuals is that it…
Estate Planning for Blended Families
Jul 22, 2015
The term “blended family” has become commonplace in our society and refers to a family where one or both spouses were previously married and have children from prior marriage. In…
Estate Planning with Gifts to Grandchildren
Jul 22, 2015
If you are in your “golden years” and are looking for ways to spread your wealth, you should consider the various tools that will allow you to financially protect and…
10 Things to Ask Before Hiring an Estate Planning Lawyer
Jul 11, 2015
10 Questions to Ask Before Hiring an Estate Planning Lawyer Before hiring an estate planning lawyer to guide you and your family, ask these 10 questions to ensure that you don’t end…
Before You Take Off for Summer Vacation, Take On These…
Jul 10, 2015
Take Care of These 5 Things Before You Hit The Beach It’s no surprise that Americans spend more time planning their summer vacations than they do planning their estate. After…
How to Benefit from an Estate Plan When You Own…
Jun 19, 2015
The Benefits of an Estate Plan Many parents believe that by adding a child’s name to a property deed, they can pass along the property outside of probate. Unfortunately, those…
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