How Do I Plan for Taxes after Death?
Ben Franklin once said, ‘… nothing can be said to be certain, except death and taxes.’ For all certainties in life, the best thing you can do is plan for their eventual occurrence.
June 13, 2022
What are Benefits of Putting Money into a Trust?
Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
June 13, 2022
Does a Will Protect My Money and My Family?
Dying intestate—without a will—may impose costs and delays on your loved ones. It can dynamite your estate plan unless you made other plans.
June 6, 2022
What about House Contents when Someone Dies?
It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their home, or perhaps they wanted you to inherit a specific item.
June 6, 2022
Will My Family Hate Me If I Die without a Will?
Amid the grief of losing a loved one, families are dealt additional burdens when the person did not leave behind a will or estate plan.
June 6, 2022
How Do I Create a Trust?
Trust funds are an essential estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
June 6, 2022
Is a Roth Conversion a Good Idea when the Market Is Down?
Soaring inflation, interest rate hikes, and the war in Ukraine have sparked ongoing stock market volatility. However, there may be a bright spot: the chance to save money on a Roth conversion.
June 6, 2022
What are the Latest Ways to Prevent Dementia?
Recent studies have investigated preventative measures for dementia.
May 27, 2022
May 27, 2022
What Is a Digital Estate Plan?
It’s not pleasant to think about death or a medical emergency that could temporarily put you out of commission. However, one of the greatest gifts you can give to a loved one is preparing for those scenarios.
May 27, 2022
