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…
Getting Organized
Getting Organized It is a good idea to get organized if you want to make things easier for your family…
Have Your Plans Changed?
Have Your Plans Changed? When you create an estate plan, the attorney who drafted it for you, will likely remind…
2020 Federal Legislation Brings Major Changes to IRA Planning
2020 Federal Legislation Brings Major Changes to IRA Planning A person’s retirement accounts are often a significant part of their…
Estate Planning for Regular People
Estate Planning for Regular People When you start talking to people about planning their estates, they often respond in a…