Do I Need a Will?
While death is a fact of life, it can be exceptionally hard for those left behind. A Will can help provide direction and ease the burden for your loved ones. Here's a great video you don't want to miss.
Now is a Great Time to Revisit Your Will
The Tax Cuts and Jobs Act is making a dramatic impact on will drafting, so now is a great time [...]
Estate Planning Tip: Taxable on Death Accounts
Taxable on death accounts have become a popular estate planning technique in recent years. The account automatically passes to designated [...]
Estate Planning Tip: Grantor Trust Information Reporting Requirements
Trustees of grantor trusts need to be aware of additional expenses associated with meeting information reporting requirements. Grantor trusts are [...]
Tax Time is a Good Time to Talk Finances with Your Spouse
Losing a spouse can be hard enough, but losing a spouse and not knowing how to manage the family's finances [...]
Estate Planning Tip: Naming Your Spouse as Trustee
When setting up a trust, your first instinct might be to name your spouse as the trustee. Just be aware [...]
Estate Planning Tip: Planning for Couples in a Second Marriage
There are many factors to plan and consider when preparing for marriage, especially if you have been married before. In [...]
Estate Planning Tip: Planning for Estate Taxes and Income Taxes on Business Earnings
When creating a trust to hold a business interest it is important to determine where the money will come from [...]
Estate Planning Tip: Charities and Right of Survivorship
For those planning on leaving some of their assets to charities through their last will and testament, it is important [...]