Latest Blog Posts

How to Build Freedom From Court Interference Into Your Estate Plan

Posted on: November 21st, 2018
If you feel that the matters of your estate should be kept private and that your assets should be distributed to your loved ones rather than eroded by court fees, you’re not alone....

Roth IRA Conversions After Tax Reform...Still a good idea? What are the implications for your family if you don’t spend all the money?

Posted on: November 19th, 2018
Twenty years ago, the Roth IRA first became available to investors as a financial tool for their estate planning needs. These accounts have maintained their popularity because unlike their traditional IRA counterpart, a Roth IRA provides account owners tax-free income during retirement....

Educational Trusts

Posted on: November 16th, 2018
As the name implies, an educational trust is a trust created to pay for loved ones’ education. Often parents, grandparents - or even aunts or uncles and friends - desire to create or continue an education legacy....

How to Share Family History and Heirlooms with Your Estate Plan

Posted on: November 16th, 2018
While you can always pull aside children and grandchildren for a chat about family history, did you know you may also be able to use a personal property memorandum in your estate plan to pass along special memories and stories about specific items that are meaningful to you and connect your family with the past?...

Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate

Posted on: November 14th, 2018
There are many ways in which comprehensive estate planning can have a positive impact on your life while you are still around to reap the benefits....

There’s Never A Better Time Than Now To Get Your Affairs in Order

Posted on: November 12th, 2018
The end of the year is a good time to reflect upon the year that has passed and focus on your aspirations for the future....

Grandchildren's Trust

Posted on: November 9th, 2018
UTMA and UGMA are not a great way to fund an education, get assets out of your estate, or lower income taxes. Instead, we encourage you to consider grandchildren’s trusts (or children’s trusts), which continue to be used quite successfully....

The Top 2 Ways the Court Gets Involved in Your Estate, and How to Avoid Them

Posted on: November 7th, 2018
Here are two of the most common ways court proceedings can make their way into the management and distribution of your assets, along with the estate planning measures you can take to avoid them....

Financial Planning. Tax Planning. Legacy Planning. Estate Planning - How many plans do I need?!

Posted on: November 6th, 2018
Most folks have at least heard of an estate plan. But fewer realize that a simple will is not enough to prepare for your future. In fact, a combination of plans - financial, tax, legacy, and estate - are vital to your financial well-being and protection of your assets and family. All of these plans are closely linked, affecting one another but also serving different purposes. ...

Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent

Posted on: November 5th, 2018
There is a common misconception that estate plans are only for the ultra-rich - the top 1 percent, 10%, 20%, or some other arbitrary determination of “enough” money. In reality, nothing could be further from the truth. ...

The Limited Liability Company as an Estate Planning Tool

Posted on: November 2nd, 2018
Look around and you’ll likely notice LLC after LLC in your community. Why? Because the limited liability company (LLC) is a popular entity in the estate planning and business worlds. ...
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