Do We Need Estate Planning?
February 19, 2021
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Everyone, regardless of financial status or age, can benefit from having an estate plan—assuming you have assets to leave and people to leave them to.
Our Blog
Dividing Retirement Accounts in a Divorce?
February 8, 2021
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Gray divorce issues include weaving through the complications of splitting pensions, 401(k)s and more before the process is complete.
How Can Estate Planning Address the Problem Child?
February 4, 2021
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Every family has one–or maybe more–black sheep. They’re people who march to their own drum and handing them an inheritance could be problematic.
What Happens If Your Trust Is Not Funded
January 25, 2021
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Revocable trusts are a very popular and effective estate-planning tool. However, the trust will be ineffective, if you do not actually place your assets in the trust.
How Much Should We Be Talking About Estate Plan with Adult Children?
January 8, 2021
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Even those with thorough estate plans might have neglected to discuss details with potential heirs.
The Biggest Estate Planning Mistakes and How to Avoid Them
December 15, 2020
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One of the biggest wealth transfers our nation has ever seen is about to take place. Over the next 25 years, as much as $68 trillion of wealth will be passed to succeeding generations.
Is Transferring a House to Children a Good Idea?
December 10, 2020
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Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
How Important Is Avoiding Probate?
October 30, 2020
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Probate is a process to transfer the assets after someone dies. For example, when a homeowner passes, probate allows for the home to be sold or transferred, if necessary, even though the owner is no longer alive to sign a deed.
Estate Planning Needs for Every Stage
September 22, 2020
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Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
Estate Planning For Business Owners and Top-Level Executives
August 25, 2020
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Having an estate plan can ensure that fiduciaries are identified to oversee and distribute your assets in the way you would have wanted. As a business owner, your ownership assets in your estate may require a more sophisticated level of planning.
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