Latest Blog Posts

Estate Planning Considerations for Benefits Open Enrollment

Posted on: September 30th, 2019
When considering any retirement plan offered through your employer such as a 401(k), 403(b), or 457 plan, you will need to consider: what percentage of income you choose to contribute and whether the contribution must be made pre-tax, after-tax, or to a Roth plan....

Five Considerations When Selecting a Guardian for Your Children

Posted on: September 27th, 2019
In the same manner that you can choose different individuals to manage the estate’s finances and your minor children’s day-to-day needs, you can also choose more than one guardian for your kids....

Cryptocurrency and Estate Planning: What You Need to Know

Posted on: September 26th, 2019
Your entire cryptocurrency investment can essentially disappear into thin air the moment you pass away or become incapacitated. If you have not taken the proper steps to plan and protect these assets, your loved ones left behind have no way of accessing or recovering them....

Free yourself from Court Interference

Posted on: September 24th, 2019
Failure to put together a comprehensive estate plan can leave you and your loved ones at the mercy of the court when it comes to distributing assets or caring for a minor or sick family member. ...

Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment

Posted on: September 16th, 2019
An individual’s chances of experiencing some form of cognitive impairment rise with age. While it’s never certain whether cognitive impairment will occur, smart estate planning means factoring it in as a very real possibility....

How an Estate Planning Letter of Intent Can Help Your Family

Posted on: September 13th, 2019
Estate planning can do much more than focus on finances, it can also provide for care of those you leave behind....

What to Do with Your Beloved Collection

Posted on: September 12th, 2019
Knowing specifically who is going to be receiving your collection may be part of the peace of mind you are looking to achieve with the preparation of your estate planning....

Estate Planning and Asset Protection

Posted on: September 11th, 2019
Asset protection planning is not about avoiding taxes, keeping secrets, hiding assets, or defrauding creditors....

How A Living Trust Helps Your Family

Posted on: September 10th, 2019
Unlike a will, a fully funded living trust will avoid probate, typically a lengthy and costly court-supervised process....

What if I end up using up my retirement account during my lifetime?

Posted on: September 9th, 2019
After you set up a standalone retirement trust, you’ll have full control and the right to enjoy your retirement funds for years....

Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning

Posted on: September 5th, 2019
Who you have listed as a beneficiary -- and not having a beneficiary designation at all -- can have serious implications for your family after you have passed away....
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