Have Questions? Schedule a Complimentary Call. Click HERE If you have a current estate plan, I'll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a little later. Go take a look at your estate plan, and see what it does right now. And, if you don't ...
Have Questions? Schedule a Complimentary Call. Click HERE In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on their path to adulthood, you very likely do not know how to evaluate estimates when shopping for an estat...
Have Questions? Schedule a Complimentary Call. Click HERE Like most people, you likely think estate planning is just one more task to check off your life's endless “to-do” list. You can shop around and find a lawyer to create planning documents for you or create your own DIY plan using online do...
Have Questions? Schedule a Complimentary Call. Click HERE Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it's also a significant responsibility—and the role is not for everyone. Indeed, serving as a Trustee entails a broad array of duti...
Have Questions? Schedule a Complimentary Call. Click HERE Investing in life insurance is a foundational part of estate planning, and when done right it's a primary way to say “I love you” to your loved ones after you are gone. However, when naming your policy's beneficiaries, several mistakes ca...
Have Questions? Schedule a Complimentary Call. Click HERE 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. And, if you haven't, you are hearing it now. If you own any “probatable” assets in your name at th...
Have Questions? Schedule a Complimentary Call. Click HERE When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a “last will and testament,” which is also known simply as a “will.” But you may have also heard people tal...
Have Questions? Schedule a Complimentary Call. Click HERE Whether it's called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it's a fact that a tremendous amount of wealth will pass from Baby Boomers to younger generations in the next few decades. In fact,...
Have Questions? Schedule a Complimentary Call. Click HERE Although the end of the year can be a hectic time, it's also the deadline for your family to implement a number of key tax-savings strategies. By taking action now, you can significantly reduce your tax bill due in April, but with just a ...
Have Questions? Schedule a Complimentary Call. Click HERE As you've surely heard by now, we're in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is the stock market, rising interest rates, dropping home values, and inflation through the roof—it's e...
Have Questions? Schedule a Complimentary Call. Click HERE If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or injury, disability insurance is your answer. However, you need to make sure you are getting an insurance p...
Have Questions? Schedule a Complimentary Call. Click HERE If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail, Faceb...
Have Questions? Schedule a Complimentary Call. Click HERE If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail, Faceb...
Have Questions? Schedule a Complimentary Call. Click HERE If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail, Faceb...
Have Questions? Schedule a Complimentary Call. Click HERE 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're going to explain the tax implications associated with different types of trusts in order t...
Have Questions? Schedule a Complimentary Call. Click HERE This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital importance of not only preparing an estate plan, but also keeping your plan up-to-date. While you almost...
Have Questions? Schedule a Complimentary Call. Click HERE 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...
Have Questions? Schedule a Complimentary Call. Click HERE Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and Atlas Heche Tupper, age 13. Last week, in part one, we covered the way uncertainty around Heche's estate ...
Have Questions? Schedule a Complimentary Call. Click HERE Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where it burst into flames. After being pulled from the wreckage, the Emmy Award-winning actress was hospita...
Have Questions? Schedule a Complimentary Call. Click HERE This August, President Biden, Vice President Harris, and the U.S. Department of Education (DOE) announced a three-part plan to help low and middle-income families deal with the increasingly burdensome cost of paying for college, while als...
Have Questions? Schedule a Complimentary Call. Click HERE If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to give us a call to discuss whether to set up a Charitable Remainder Trust (CRT) first. Think of it this way: would you r...
Have Questions? Schedule a Complimentary Call. Click HERE Following the death of a loved one, close family members are sometimes surprised to learn that they didn't receive the inheritance they were expecting, and that the deceased instead left most of their estate to an individual they only rec...
Have Questions? Schedule a Complimentary Call. Click HERE August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, a...
Have Questions? Schedule a Complimentary Call. Click HERE August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, a...
Have Questions? Schedule a Complimentary Call. Click HERE If you have started to save for your child or grandchild's college education, it's worth considering whether to use a 529 plan, an education savings account, or an irrevocable trust. Last week, in part one of this series, we discussed 529...
