Problems with your estate plan may not become apparent until it is too late to fix them. Here are some common pitfalls: Estate planning is serious business, and you are… Read More »
Posts Categorized: Estate Planning
The Time to Plan is NOW
When I was in elementary school in the 1960’s, my family’s set of encyclopedias claimed that I could expect to live to the ripe old age of 70. That seemed… Read More »
Protect Your Family from Lawsuits with a Domestic Asset Protection Trust
Conversations with family, friends, and colleagues can sometimes wander into the topic of lawsuits, divorces, bankruptcies, and other threats that put one’s property at risk of loss to a creditor…. Read More »
Retirement Account Basics for 2020
The COVID-19 pandemic has led to volatile markets, and your retirement account may have a much smaller balance than only a few short months ago. In response to the economic… Read More »
Lessons from COVID-19: The #1 Legal Document Every Adult Needs to Have
Although the impacts of COVID-19 continue to leave Americans and the global community uncertain of the future, you don’t have to feel helpless. In fact, now is a great time… Read More »
Preparing for Death
If nothing else, recent events have brought us face to face with mortality. Although none of us knows when death will overtake us or a loved one, we know that… Read More »
Take Your Estate Planning Documents With You on Vacation
Something to consider before you embark on your summer travels.
IRS Now Allows IRA Distribution Deferrals
IRA growth after retirement has previously been limited by required mandatory distributions. A new deferment option now allows seniors the opportunity for more retirement account growth.
Leaving a Lasting Legacy
Some thoughts about exercising wise stewardship.
President Obama’s Proposed Tax Changes for Estates
The last proposed budget of Barack Obama’s presidency contains several changes to the tax code that could affect your estate plan.