Have Questions? Schedule a Complimentary Call. Click HERE As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents, such as a will or trust, that dictate how assets will be distributed upon death or incapacity. An in...
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Obtaining A Power Of Attorney For Elderly Parents
Have Questions? Schedule a Complimentary Call. Click HERE Making important decisions for aging parents can be a challenging task, but power of attorney (POA) can provide peace of mind and clarity in times of need. POA enables individuals to make crucial decisions on behalf of their parents, such...
Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits
Have Questions? Schedule a Complimentary Call. Click HERE As a parent, you are quite accustomed to managing your children's legal and medical affairs, as circumstances require. If your child requires urgent medical attention while away from you, a simple phone call authorizing care can do the tr...
Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance
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 ...
5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess
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...
Will Your Estate Plan Work When Your Family Needs It?
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...
Before You Agree to Be a Trustee, Read This!
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...
4 Common Mistakes Made On Life Insurance Beneficiary Designations
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...
Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?
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...
Why Every Adult Needs A Living Will
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...
Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?
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,...
4 Year-End Tax-Saving Strategies For 2022
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 ...
How Will A Recession Affect Your Family?
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...
7 Issues to Consider When Purchasing Disability Insurance
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...
How To Manage Your Digital Accounts After Your Death—Part 3
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...
How to Manage Your Digital Accounts After Your Death—Part 2
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...
How To Manage Your Digital Accounts After Your Death—Part 1
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...
Trusts & Taxes: What You Need To Know
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...
2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP-TO-DATE?
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...
5 SMART WAYS TO PAY FOR YOUR FUNERAL THAT WON’T LEAVE YOUR FAMILY TO FOOT THE BILL
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...
ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 2
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 ...
ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 1
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...
President Biden’s Student Debt Relief Plan Explained With FAQs
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...
Selling Real Estate Or A Business? Avoid Capital Gains Tax With A Charitable Remainder Trust
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...
Protect Your Aging Loved Ones From Undue Influence
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...