Check out our blog posts for Estate Planning tips, resources, and recent developments
What to Know If You’re Asked to Serve as a Trustee
If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it’s a big honor—this means they consider you among the most honest, reliable, and responsible people they know.
Year-End Charitable Giving Strategies: How to Build Your Legacy and Support the Causes You Love
The desire to make a difference doesn't end when we're gone. For many people, incorporating charitable giving into their estate plan provides a way to support causes they care about while creating a lasting legacy.
Understanding Asset Ownership: Estate Planning Questions Answered Part 1
Understanding Asset Ownership: Estate Planning Questions Answered - Part 1
Protecting your assets and ensuring they are passed on to your loved ones without complications starts with understanding account ownership and management. This two-part series explores the essential aspects of asset ownership, addressing key questions to help you make informed decisions.
5 Ways to Pay for Your Funeral that Won’t Leave Your Family with the Bill
With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, at the very least your estate plan should include enough money to cover this final expense. And if you are thinking of simply setting aside money in your will to cover your funeral expenses, you should seriously reconsider, as paying for your funeral through your will can create unnecessary burdens for your loved ones.
Trusts & Taxes: What You Need To Know
People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up, here we’ve explained the tax implications associated with different types of trusts in order to clarify this issue.
Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or incapacity. But you may need clarification about whether you need a revocable living or irrevocable trust. More and more, we are seeing people come our way asking for a irrevocable trust, and so this article is designed to help you learn the difference and then get into an “eyes wide open” conversation about the right kind of trust for you and your loved ones.
Why Putting Your Family Home in a Trust is a Smart Move - Part 2
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible when you die or in the event you become incapacitated by illness or injury.
Why Putting Your Family Home in a Trust is a Smart Move - Part 1
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible when you die or in the event you become incapacitated by illness or injury.
From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 2
Last week we started to explore the key estate planning components every newlywed couple needs to protect their rights, wishes, and plans now and in the future. This week, we’re continuing the conversation with three more estate planning must-do’s for newlyweds.
10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 1
Common life events can drastically affect your estate plan and even cause your plan not to work in the way you intended. If any of these events have happened in your life, it’s time to review your plan.