The third week of October is National Estate Planning Awareness Week (Oct. 15-21, 2018). Estate...
5 Steps for Coordinating Plans Across Generations
Intergenerational estate planning is important. This type of planning is about more than just...
Is Your Estate Plan as Stale as Last Week’s Ham Sandwich?
Estate plans are almost magical: they allow you to maintain control of your assets, yet protect...
Debt After Death: Why You Should Think About It When Estate Planning
If you carry debt, do not assume that your death or incapacity will make it automatically...
How Your Trust Can Help a Loved One Who Struggles with Addiction
Substance addiction is by no means rare, impacting as many as one in seven Americans. Because of...
Do It Now: Name a Guardian for Your Minor Child(ren)
We know it’s hard. Thinking about someone else raising your children can stop you in your tracks....
Did you or a loved one make any of these five critical estate planning mistakes?
Sadly, most Americans are indifferent to estate planning - at best - or completely ignore the...
3 Reasons You Want to Avoid Probate
When you pass away, your family may need to visit a probate court in order to claim their...
Isn’t There Already A Law That Leaves Everything To My Spouse And Kids?
Many people think that if they die while they are married, everything they own automatically goes...
How to Successfully Make a “Large” Gift to Your Children or Grandchildren
What constitutes a “large” gift can be relative. That being said, if you are considering giving...