June 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 ...
Learn More5 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
Blogs for Estate Planning
June 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 ...
Learn MoreJune 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, ...
Learn MoreJune 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 ...
Learn MoreJune 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 ...
Learn MoreJune 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 ...
Learn MoreJune 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 ...
Learn MoreJune 12, 2015 |
Types of Wills Differ in Purpose and Effect
Although the will is often referred to as the most basic tool for estate planning, it’s important that it’s put together properly with an eye ...
Learn MoreJune 10, 2015 |
What You Need to Know About Intestate Succession
If you die without a will, your estate will pass through probate. For the most part, your assets will go to your closest relatives under ...
Learn MoreJune 9, 2015 |
Key Facts and Factors in Business Succession
The American Bar Association reports that only 30 percent of family businesses successfully pass on to the second generation- were you counting on your loved ...
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