Category: Estate Planning
What Steps Are Involved in the Estate Planning Process?
You’ve worked hard, you’ve saved, and you’ve invested, but have you planned for the future of your estate? Finding an estate…
The Benefits of Trusts in Estate Planning
You’ve worked hard to amass your wealth; now it’s time to protect it. Trusts, a crucial tool in estate planning,…
What Are the Most Common Estate Planning Mistakes?
You’ve worked hard for your assets, haven’t you? So, it’s only fair you’d want to protect them, even after you’re…
Standalone Retirement Trusts
Protecting Retirement Accounts After the SECURE Act On December 20, 2019, President Trump signed the Setting Every Community Up for…
Watch Out for the Capital Gains Tax
Watch Out for the Capital Gains Tax The doubling of the estate tax exemption might mean you do not have…
Probate and the Problem with Cryptocurrency
Probate and the Problem with Cryptocurrency The death of Matthew Mellon shows how a lack of planning can cause problems…
The Benefits of a Revocable Living Trust in the Time of COVID-19
Revocable Living Trusts: Important Tools During the Pandemic Americans reacting to the spread of the Novel Coronavirus (COVID-19) should ensure…
Five Steps to Spring Clean Your Estate Planning
Estate Planning During Quarantine In a time where many of us are spending more time in our homes than we…
Buffett on Raising Heirs
Buffett on Raising Heirs Warren Buffett has some advice for wealthy people who are concerned that their heirs will lack…
Does Your Retirement Plan Include Relocating?
Does Your Retirement Plan Include Relocating? The answer will definitely surprise you: Sioux Falls, South Dakota. According to a new…
Could Aging in Place Work for You?
Could Aging in Place Work for You? The ultimate goal of aging in place is avoiding a move to an…
Analysis of Ron Swanson’s Last Will and Testament
Analysis of Ron Swanson’s Last Will and Testament In Episode 5 of Season 6 of the TV show Parks and…