Your College Student Needs a Power of Attorney
August 1, 2024
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For some students, next semester means starting college, which may include leaving home for the first time.
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Estate Disputes: Tony Bennett’s Family Fight
July 25, 2024
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Tony Bennett’s daughters are suing the trustee of his estate, highlighting the importance of clear estate planning to avoid family disputes.
The Importance of Revocable Trusts in Estate Planning
July 19, 2024
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Revocable trusts are a powerful tool for anyone’s estate planning. Use them to protect your assets during your lifetime, manage taxes and streamline inheritance.
How to Discuss Estate Planning with Your Aging Parents
July 12, 2024
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Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.
What Information Should Be in a Will?
July 5, 2024
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Most people spend each phase of their lives preparing for the next one, whether it’s starting a family, buying their first home, or eventually retiring.
Good News about Social Security
June 26, 2024
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For a long time, the Social Security Trustees have been warning that the retirement benefits system is facing some future financial hardships.
Elvis Presley’s Estate Planning Mistakes: Lessons for Us All
June 18, 2024
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Learn from Elvis Presley’s estate planning mistakes and see how a comprehensive plan can help protect your family’s legacy and minimize future conflicts.
Estate Planning and Your Second Home: What Should You Know?
June 13, 2024
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Thinking of buying a second home? Beware of real estate pitfalls when purchasing your vacation house.
Giving to Children: Estate Planning Strategies for Lower Taxes
June 2, 2024
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Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.
The Mystery of Trusts: What You Need to Know
May 27, 2024
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Understanding trusts and their tax nuances can empower you to make informed decisions regarding the type of trust you choose for your estate planning purposes.
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