Recent News

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...

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...

There is no such uncertainty as a sure thing.  –Robert Burns Even with an estate plan, things can always happen that may cause confusion for the estate, or threaten the plan altogether. Below are three examples of worst-case scenarios and ways to demonstrate how a...

If you have overheard any discussion about estate planning, you have likely heard the words “guardian” or “trustee” tossed around in the conversation. When it comes to estate planning, who will be ultimately in charge of your minor child is an important decision that...

Comprehensive estate planning is more than your legacy after death, avoiding probate, and saving on taxes. Good estate planning includes a plan in place to manage your affairs if you become incapacitated during your life and can no longer make decisions for yourself....

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...

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...

Whether you are in your first marriage or have remarried after a divorce, blended families are a common part of modern society. That being said, it is important to understand that blended families and subsequent marriages create important and unique issues when it...

We know it's hard. Thinking about someone else raising your children can stop you in your tracks. It feels crushing and too horrific to consider. But you must. If you don't, a stranger will determine who raises your children if something happens to you - your...