Estate Planning

June 26, 2023

Five Different Trusts Used to Achieve Specific Planning Goals

Have you been thinking about starting your Estate Planning, but have no clue where to start? Did you know that you aren’t bound to one type […]
May 24, 2023

Do You Need a Trust?

Many clients ask if they need a trust. It’s a great question, but it leads to another: What do you want your plan to accomplish? There […]
April 25, 2023

Estate Planning for Couples Marrying Later in Life

Here are some factors to consider when marrying, or remarrying, later in life. Should You Have a Prenuptial Agreement? In most situations, the answer is yes, […]
April 6, 2023

Reward Your Pet with the Best Treat of All—a Pet Trust

According to the American Humane Society, approximately 46 percent of households have at least one dog and 39 percent of households have at least one cat. […]
March 22, 2023

Myths and Misconceptions About Retirement Planning

Numerous studies have shown that Americans’ greatest fear regarding retirement is running out of money. Even so, myths abound about planning for retirement, Social Security, the […]
January 24, 2023

Choosing a Guardian for Minor Children

If something terrible happened to you and your spouse, who would raise your children? It’s not something anyone wants to think about, but we should plan […]
December 27, 2022

The New Year is a Great Time to Review Your Estate Plan

We would like to add one more item to your list of New Year’s resolutions—reviewing your estate plan. Why is it so important to keep your […]
December 8, 2022

The Risks of Giving Adult Children an “Advance” on Their Inheritance

There are many reasons you might consider giving your adult children a portion of their inheritance now, while you’re alive and well. Maybe you’ve seen your […]
November 22, 2022

‘Tis The Season To Give, But What About Gift Taxes?

It’s the time of year for giving…but do I have to pay a gift tax on monies I gift to family or friends? The short answer […]
Event ID: 2722