The Most Important Parts of Writing Your Will
Writing your will can be a complicated thing these days, this post can help clear up some of the most essential terms and most important parts of a will you might encounter along the way.
Transferring Your Home to Your Children
Here’s what you need to consider before deciding whether—and when—to transfer your house or other assets to your children.
How to Read Legalese: Making Sense of the Key Terms in Revocable Trusts
Trusts are usually lengthy documents that can be difficult for non-lawyers to understand.
Life Estates: A Valuable Tool in Your Estate Planning Toolbox
A life estate is a planning tool that can prove to be extremely useful from both an estate planning and an asset protection standpoint.
VLOG: Incapacity Planning
While estate plans typically focus on events that will happen years down the road, incapacity planning is more about the here and now since anyone at any age can be affected by a serious illness or injury.
Financial & Estate Planning for Women: 6 Things You Need to Know
These life stages and events can have wide-ranging implications for women's financial futures.
Tax Implications of Gifting Money and Assets
Gifts are not considered income, but there may be income tax implications of some gifts, which bears consideration.
So You Have an Estate Plan. Now What?
You thought you were all done with the estate planning process, but maybe not. So gather up your tools and leave some bread crumbs behind for those who will help you.
What Happens to Your Social Media Accounts When You Die?
Every day we increase our digital presence by sharing information on social media. But what happens to those accounts when you die? Do they disappear? Will anyone be able to access them?
6 Things to Know About Health Care Directives And Living Wills
Planning ahead and making sure your loved ones are aware of your wishes can make a world of difference.
When You’re No Longer a Couple: Estate Planning After Divorce or Death
Most of our estate planning clients come to us as husband and wife, but marriages do not always end because of the death of one of the parties.
Financial Planning for Long Term Care
Decades ago, it was common for the elderly to remain in the family home and be cared for by their extended family. However, in modern times the population of the elderly placed in nursing homes and long term health care facilities increased.