Estate Planning

Seeing an Estate Planner? Three Key Questions to Ask

Posted on: January 18th, 2019
Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you are gone. For this reason, it is critical to hire an attorney with good knowledge of estate planning and how to use the tools available to create the best plan for your particular needs. Be sure to ask questions of the lawyer before deciding whether or not you will hire him or her....

5 Steps for Coordinating Plans Across Generations

Posted on: December 18th, 2018
Inter-generational estate planning is important. This type of planning is about more than just helping one generation build as much wealth as possible. These plans help prepare heirs to both manage and preserve those assets into the future for long-lasting enjoyment. Below are five steps that can facilitate successful inter-generational estate planning....

Your 5 Task Year-End Estate Planning To-Do List

Posted on: December 11th, 2018
2019 is fast approaching. As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings. Before entering into the new year, here are some things that need to be on your end of year checklist......

The Spooky Truth: Is a Payable on Death Account Right for You and Your Family?

Posted on: October 30th, 2018
On this Halloween's Eve we are pondering death...payable on death accounts that is. The spooky truth is that payable on death accounts, or “POD accounts” for short, don't always prevent probate....

Your Fall “Legal Affairs” Checklist

Posted on: October 23rd, 2018
With the fall season here to signal that the end of 2018 is approaching, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date....

Your 2018 Taxes – Get Started Now

Posted on: October 18th, 2018
While the end of the year is not quite here yet (but rapidly approaching), now is an opportune time to take a moment and start your year-end tax planning for 2018. This is particularly necessary this tax year because of the changes to the tax law that became effective in 2018....
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