10.17.2017
What Role Does Your Community Play in Estate Planning?
As you tackle the subject of estate planning, you may have questions about what happens to excess money if you have already considered all …
What Role Does Your Community Play in Estate Planning?
As you tackle the subject of estate planning, you may have questions about what happens to excess money if you have already considered all the needs of your unique loved ones. After you have taken the necessary steps to minimize taxes and maximize the value of the assets you’re passing on to your loved ones, you will also want to contemplate what will happen to the remaining assets. 
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Blog
10.16.2017
So My Estate Plan is Finally Complete. What Do I Need to Do Now?
After you’ve put together your ancillary documents, your power of attorney, your trusts and your will, you might assume that you’re prepared for anything. While …
10.12.2017
Are You Overlooking These Common Digital Assets in Your Estate Planning?
It makes sense that any digital assets that contain money or something of value should be considered in your digital estate plan. However, with a …
10.11.2017
New Research Shows That Parents Play Favorites with Children in Estate Planning and More
Parents may try their best to treat children equally. However, a new research study shows that they may have a favorite and it will …
10.10.2017
Key Questions to Ask When Giving Away Your Money Before You Pass Away
There are ten key questions that you should consider in the process of thinking about giving away money as part of your estate. Consulting with …
10.09.2017
New Opposition to Estate Tax Rule from Presidential Administration Could Affect Business Owners with Wealth
The Treasury Department is currently evaluating a proposed regulation that could change how wealthy business owners are eligible to pass on businesses to their children …
10.05.2017
Looking at All Sides of Your Estate Plan
Most estate planning conversations with a lawyer have to do with the trusts that are set up upon each individual’s death, their attitudes or self-sustaining …
10.04.2017
Extra Layers of Protection in Estate Plan Provided by Durable Power of Attorney
There are two major types of durable powers of attorney that can be essential for estate planning purposes. They should always be executed as part …
10.03.2017
Maximizing the Value of Your Estate: Hire a Lawyer When Considering Real Estate
Leaving behind sizeable cash assets, gifting or transferring this type of wealth to family members is part of your estate plan and could be subjective …
10.02.2017
Women Are Living Longer and Therefore More Financial Planning Is Needed
Financial and estate planning advice is intended to apply to everyone but the strategies and tactics used maybe differentiated based on the gender and age …
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