06.26.2015
5 Common Estate Traps To Be Aware Of
Leaving behind a legacy after you pass away requires perceiving and planning to avoid several common pitfalls. Make sure you’ve completed the estate planning process …
5 Common Estate Traps To Be Aware Of
Leaving behind a legacy after you pass away requires perceiving and planning to avoid several common pitfalls. Make sure you’ve completed the estate planning process at least once in a comprehensive manner, with yearly check-ins scheduled. Watch out for these common issues:
Although these might seem minor, they can have major implications for your estate and for the loved ones you leave behind. You can prevent mistakes and mismanagement by doing the work in advance and reviewing it on a regular basis.
Schedule a meeting with a member of our advisory team
Blog
06.25.2015
Estate Planning for LGBT Couples
Under federal guidelines, couples operating under the protections of marriage are eligible to pass on assets without facing gift taxes or other taxes. In combination …
06.24.2015
Asset Protection and the Cyprus Trust
Have you ever heard of the Cyprus Trust? Using an international trust could be an option for you if you’re hoping for effective asset protection, …
06.23.2015
Why is Family Business Succession Planning So Difficult?
Business succession planning is difficult to begin with, which is why so many people avoid doing it at all. That’s not a good approach, however, …
06.22.2015
When Will Medicaid Cover the Nursing Home?
The costs of nursing home care are stifling at best and exorbitant at worst. Even a loved one who considers himself or herself to have …
06.19.2015
How Does Divorce Affect Estate Planning?
Each state has individual divorce laws, which means that what’s true in one place is not necessarily true in another. Interpretation varies a lot from …
06.18.2015
Hidden Dangers of Estate Planning Procrastination
Many people enjoy focusing on the accumulation of wealth throughout their life. While there’s nothing wrong with this, it’s equally as important as planning out …
06.17.2015
Avoid Asset Protection Scams
Although there is plenty of good advice out there about asset protection, there are also some unfortunate scams you should be aware of. Make sure …
06.16.2015
Elder Law Costs Compared: Assisted Living, Nursing Home, and In-Home Care
The baby boomer generation is a big one, and the impact on health care services is reported widely throughout the news. According to US News …
06.15.2015
What to Do When You Need to Exit Your Small Business Quickly
Certainly, planning ahead for a small business exit is a wise decision, but it’s not always an option. Sometimes, business owners need a quick exit …
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