When considering how to leave assets to adult children, the first step is to decide how much each...
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...
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...
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...
5 Reasons to Protect Your Retirement Accounts Now
During your lifetime, your retirement account has good asset protection, but as soon as you pass...
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...
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...
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...
3 Famous Pet Trust Cases and the Lessons We Can Learn from Them
Not long ago, pet trusts were thought of as little more than eccentric things that famous people...
Estate Planning for Military Families
Although Memorial Day just passed, it is important to honor those that have served our country....