Latest Blog Posts

How is a corporate trustee different?

Posted on: November 29th, 2019
A trust is a legal arrangement in which a trustee holds and manages assets for the benefit of one or more beneficiaries. ...

Giving Thanks With Your Estate Plan

Posted on: November 28th, 2019
Estate planning covers more than just financial matters. ...

Wills vs. Trusts: A Quick & Simple Reference Guide

Posted on: November 26th, 2019
Confused about the differences between wills and trusts? If so, you're not alone....

How to Align Insurance with Your Estate Plan

Posted on: November 25th, 2019
If you’re like most folks, you use a variety of insurance products to manage risk and protect you, your family, and your assets from losses caused by property damage, businesses, property, accidents, disability, retirement, and death....

Seeing an Estate Planner? Three Key Questions to Ask

Posted on: November 22nd, 2019
Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you are gone....

What to do with the family heirlooms and keepsakes

Posted on: November 21st, 2019
Included in someone’s estate could be invaluable personal property, such as family heirlooms or keepsakes. This type of property should not be overlooked in your estate plan just because it may not have a high dollar value because it still has sentimental value that cannot be quantified. ...

Revocable Trust vs. Irrevocable Trust: Which Is Best for You?

Posted on: November 19th, 2019
Trusts allow you to avoid probate, minimize taxes, provide organization, maintain control, and provide for yourself and your heirs. In its most simple terms, a trust is a book of instructions wherein you tell your people what to do, when. ...

Missed a Required Minimum Distribution?: Here Is How to Fix It

Posted on: November 18th, 2019
The retirement years are supposed to be carefree—but what if you neglected to take the required minimum distribution (RMD) from one or more of your retirement accounts or took a distribution that was lower than required? ...

Murphy’s Law and Estate Planning

Posted on: November 15th, 2019
As the old adage goes “anything that can go wrong, will go wrong.” Referred to as Murphy’s law, this well-known saying has no mercy. Sadly, estate planning is no exception to its wrath. ...

Is a delayed inheritance really an enhanced inheritance?

Posted on: November 14th, 2019
Aside from having more control over how the assets will be used, there are also several protections that come from a trust as opposed to an outright distribution....

3 Simple Ways to Avoid Probate Costs

Posted on: November 12th, 2019
Probated estates are subject to a variety of costs from attorneys, executors, appraisers, accountants, courts, and state law....

Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves

Posted on: November 11th, 2019
Even if you’ve made a financial mistake or two, there’s still time to avoid these five surprisingly common planning mistakes baby boomers are making in droves....

National Adoption Month: Taking Care of Your New Family Member

Posted on: November 8th, 2019
If you are in the process of adopting or have recently adopted a child, it is a great time to create or update your estate plan to ensure that it provides for your new family member in the way you intend....

Is now the time to remodel your old trust?

Posted on: November 6th, 2019
Making changes to an existing trust - and other estate planning documents - can help you save money and costs, and it may allow you to make better investments decisions....

Wills, Trusts & Dying Intestate: How They Differ

Posted on: November 5th, 2019
Many of us don't take the steps to get that estate plan in place because we don't understand the nuances between wills and trusts - and dying without either....

High Deductible Health Plan? How Your Health Savings Account (HSA) Works with Your Estate Plan

Posted on: November 4th, 2019
HSAs can be extremely useful tools in retirement, tax planning, and estate planning, but the tax rules surrounding them are complex. ...

Three Tips for Talking About Your Estate Plan During the Holidays

Posted on: November 1st, 2019
The holidays are right around the corner, bringing the joyous season of gathering with family and loved ones into full swing. It is the time to slow down, get caught up with loved ones, and enjoy the family and experience quality time around the dinner table. It is also a great idea to take this opportunity to review your estate plan and talk about the topic with your loved ones....
Posts: 1 All