Blogs
The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both
According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many...
How to Leave Assets to Adult Children
When considering how to leave assets to adult children, the first step is to decide how much each one should receive. Most parents...
High Deductible Health Plan? How Your Health Savings Account (HSA) Works with Your Estate Plan
If you’re enrolled in a qualified high-deductible health plan (HDHP), you must consider how your health savings account (HSA) fits...
Gift Giving the Tax-Free Way
Although it’s the season of giving, no one wants to share with the IRS. Luckily, the law provides you many opportunities to give...
Planning on Giving Money this Holiday Season? 5 Things to Consider
The holiday season is a time to enjoy friends, family, and loved ones. Often we consider our life circumstances and may get in the...
5 Reasons to Protect Your Retirement Accounts Now
During your lifetime, your retirement account has good asset protection, but as soon as you pass that account to a loved one, that...