How Do I Plan Financially with a Family Member with Special Needs?

Financial planning is daunting enough, but it becomes more complicated and critical when you have a child or family member with special needs.

September 17, 2019

What Does the Tax Cuts and Jobs Act Mean for My Estate Plan?

The Tax Cuts and Jobs Act signed into law in December 2017 could have a big impact, not only on estate tax planning but also on income taxes derived from unrealized estate tax consequences.

September 16, 2019

How Power of Attorney Can Help Unravel an Estate Mess

Your daughter owned a home. She died, leaving one child. No changes have been made to the house title, but the mortgage company refers to her estate and the tax assessor has put her son on the tax account. You desire to help sort out the situation and think the power of attorney will help.

September 12, 2019

Think of Estate Planning as Stewardship for the Future

Planning is a part of our daily lives. We plan menus for the day or week; we plan vacations; we plan meetings; and the list goes on.

September 11, 2019

Business Owners Need Estate Plan and a Succession Plan

If you own a business, you’ve always got plenty to think about: sales, marketing, employees, competition, industry trends and consumer preferences. The list goes on and on.

September 5, 2019

How Do I Choose a Guardian in My Estate Plan?

Selecting appropriate guardians will ensure that your minor children are cared for, if you pass away.

September 2, 2019

What Should I Keep in Mind in Estate Planning as a Single Parent?

For single parents with a minor child, the stakes are perhaps even higher.

August 30, 2019

Are You Making a Long-Term Plan?

Middle-income earners are more focused on planning their funerals than arranging for long-term care, a new study found.

August 29, 2019

Why Is Life Insurance a Wise Move in Estate Planning?

Regardless of life stage or family structure, if you have people who depend on you, purchasing a life insurance policy guarantees them financial support, should something happen to you.

August 28, 2019

Will Contests May Be Rare, but They Do Happen

If a person makes a Will when he does not have the mental capacity to make a Will or when he is so dominated by another that he can’t make the Will that he wants to make, a Will contest often results.

August 27, 2019

Our Estate Planning Blog

How Do I Plan Financially with a Family Member with Special Needs?

What Does the Tax Cuts and Jobs Act Mean for My Estate Plan?

How Power of Attorney Can Help Unravel an Estate Mess

Think of Estate Planning as Stewardship for the Future

Business Owners Need Estate Plan and a Succession Plan

How Do I Choose a Guardian in My Estate Plan?

What Should I Keep in Mind in Estate Planning as a Single Parent?

Are You Making a Long-Term Plan?

Why Is Life Insurance a Wise Move in Estate Planning?

Will Contests May Be Rare, but They Do Happen

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