Estate Planning Projects to Tackle in the New Year

Year 2020 definitely brought a lot of changes in all of our lives. As we enter Spring of 2021 and annual spring cleaning, we cannot neglect a quick look at our Estate Plans.  As you look back on 2020, what changes need to be reflected in your estate plan? Have you...

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New Baby? Time to Create Your Estate Plan

Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. The reasons you might be delaying vary: lack of time, not thinking you have enough assets, not knowing how to start, or fear of contemplating death. Whatever the reason for not...

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Planning for the Future (Without a Crystal Ball)

Creating a will, trust, or any type of estate plan has always involved dealing with an uncertain future. Consider that just 20 years ago in 1997, the estate tax had an astonishing 55% rate with only a $600,000 exemption. Back then, tax-driven estate planning was a...

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5 Reasons to Protect Your Retirement Accounts Now

During your lifetime, your retirement accounts are well protected from creditors, but as soon as you pass that account on to a loved one, that protection evaporates. This means one lawsuit and POOF! Your life long, hard earned savings could be gone. Your heirs could...

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