It can be hard to get motivated about your estate planning. For some people it sounds about as fun as getting a root canal. However, you also probably want to make sure that your loved ones are protected and...
Many people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because wills are filed at the courthouse, probated estates become a matter of public record. That...
Todd thought estate planning was unnecessary. After all, his family and friends knew what he wanted, right? He trusted them to carry out his wishes after he was gone. Todd did not realize how not having an estate plan...
Estate planning is not just about what happens to your stuff when you die. It is about coordinating your life so that you can be taken care of during times when you are unable to care for yourself, and...
Estate planning later in life comes with unique questions and choices. Although creating or updating your estate planning may seem like a daunting task, a proper estate plan can help address the concerns you may face as a senior...
Each year at this time, I reflect on the past 12 months and review our progress. The past couple of years have presented many opportunities to innovate and grow. By embracing technology, we have been able to provide more...
As this year comes to a close… As this year comes to a close, many families are getting creative with ways to stay safe while visiting those they love. Whether that’s creating a special outdoor space with blankets and...
Don’t let financial speculation prevent you from making tax-free gifts to or for the benefit of your loved ones. The three main types of tax-free gifts are annual exclusion gifts, medical exclusions, and education exclusions. 1. Make Annual Exclusion...
Tradition. Heritage. Legacy. Tradition. Heritage. Legacy. For me, these words conjure up feelings of pride and bring back cherished memories of holidays spent at my Nene’s house. It was a full house between myself, my brother, my parents, and...
When you create or update your estate plan, one of your goals should be to ensure that your final wishes are fulfilled. If you are concerned about challenges to your estate plan, consider the following: 1. Do not “do...
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