Blogs
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...
How to Protect Your Child’s Inheritance from His or Her Untrustworthy Spouse
Parents who develop an estate plan often do so to provide for their heirs financially. Many want to make sure hard-earned assets,...
Does My Estate Plan Need to Include My Vacation Property?
Yes! If you own a vacation home, timeshare, investment property, or any other asset outside of the state where you are domiciled you...
Not Married? You’re not alone – but you still need a plan. Estate Planning for People Living Together, Bachelors, and Bachelorettes
Approximately half of America’s population over the age of 16 is unmarried. While much of the discussion involving estate planning...