Fri November 26, 2021

Here’s How to Handle Irresponsible Beneficiaries

By |2021-11-15T16:23:16+00:00November 26th, 2021|Blog, Estate Planning, Estate Planning, Tips|Comments Off on Here’s How to Handle Irresponsible Beneficiaries

Every family has different circumstances and dynamics. Irresponsible beneficiaries can be hard to plan for. Maybe you’re planning to leave everything to your children but they are still young. Maybe your ideal beneficiaries have other challenges they are facing like health problems, addiction, or aren’t financially responsible enough.  Considering your beneficiaries’ circumstances and futures [...]

Fri November 19, 2021

This Thanksgiving Be Grateful For Talking About Your Estate Plan

By |2021-11-15T16:24:26+00:00November 19th, 2021|Blog, Estate Planning, Estate Planning, Tips|Comments Off on This Thanksgiving Be Grateful For Talking About Your Estate Plan

While you’re passing the mashed potatoes, why not talk about your estate plan? Thanksgiving is the perfect time to talk to your family about your estate plan. If you’re reading this you most likely have an estate plan, but have you told your loved ones what’s involved in your plan? Do they know what [...]

Fri November 12, 2021

Don’t Forget Your Furry Friends in Your Estate Plan

By |2021-11-12T14:18:24+00:00November 12th, 2021|Blog, Estate Planning, Estate Planning, Tips|Comments Off on Don’t Forget Your Furry Friends in Your Estate Plan

Your pets are a huge part of your family, but so often we don’t think to include them in our plans for the future. Including your pet in your estate plan may seem silly as most of us will outlive our furry loved ones, but what happens in case of an emergency? It’s always [...]

Fri November 5, 2021

Protecting Your Assets with Your Estate Plan

By |2021-11-05T15:11:21+00:00November 5th, 2021|Blog, Estate Planning, Estate Planning, Tips|Comments Off on Protecting Your Assets with Your Estate Plan

Did you know you can use your estate plan to protect your assets? Estate planning provides many things and the benefits are endless. What many think traditional estate planning is, only covers a small portion of what an estate plan can do for you. Many think the main purpose of estate planning is the [...]

Fri October 29, 2021

Don’t Plan from Your Deathbed

By |2021-10-29T14:40:47+00:00October 29th, 2021|Blog, Estate Planning, Estate Planning, Tips|Comments Off on Don’t Plan from Your Deathbed

Delaying your estate planning could have severe consequences for your loved ones and for the life you’ve worked hard to build. A proper estate plan takes time to create and finalize. So waiting until it’s too late could be devastating to you and your family. In some instances if you wait until you have [...]

Fri October 22, 2021

How to Include Cryptocurrency in Your Estate Plan

By |2021-10-22T14:00:50+00:00October 22nd, 2021|Blog, Estate Planning, Estate Planning, Tips|Comments Off on How to Include Cryptocurrency in Your Estate Plan

It’s time for traditional estate planning to start evolving, just like our technology and our currency. It seems the buzzword the past year or so has been “cryptocurrency” and if you’ve taken part in the craze, then you know how quickly things are evolving. As our assets and our lives move online, we need [...]

Fri October 15, 2021

Proposed Tax Law Changes to IRA’s and What They Could Mean For Your Estate Plan

By |2021-10-15T12:18:44+00:00October 15th, 2021|Blog, Estate Planning, Estate Planning, Tax Law, Tips|Comments Off on Proposed Tax Law Changes to IRA’s and What They Could Mean For Your Estate Plan

Have you seen the headlines about the “Build Back Better Act”? You may need to pay closer attention to your estate planning and retirement accounts in the near future.  Although the bill hasn’t passed yet, the proposed tax law changes could impact your exposure to estate planning taxes and your self-directed IRA investment options.  [...]

Fri October 8, 2021

When Should You Start Estate Planning? NOW.

By |2021-10-08T12:02:57+00:00October 8th, 2021|Blog, Estate Planning, Estate Planning|Comments Off on When Should You Start Estate Planning? NOW.

Many people think estate planning is only for the wealthy or elderly. This common misconception can lead to many issues for someone at any age. Whether you are 18 or 81, you should have some form of an estate plan. The question of when to start estate planning has a simple answer, and that’s [...]

Fri October 1, 2021

Growing Your Family with ART? You Need an Estate Plan.

By |2021-10-01T15:49:47+00:00October 1st, 2021|Blog, Estate Planning, Estate Planning|Comments Off on Growing Your Family with ART? You Need an Estate Plan.

With technology advancing, we are seeing more and more families grow through the help of Assisted Reproductive Technology, or the use of various fertility treatments including IVF, artificial insemination, and surrogacy. There are so many scenarios in which people are using these technologies to get on the path to parenthood, and with these various [...]

Fri September 24, 2021

Why You Need an Estate Plan if You Have No Heirs

By |2021-09-24T14:16:25+00:00September 24th, 2021|Blog, Estate Planning, Estate Planning|Comments Off on Why You Need an Estate Plan if You Have No Heirs

Life takes us all in different directions and we all have different goals. Many think that having an estate plan is only important for those with children or with family that they are planning on  leaving their estate to. While it is important for those people to have an estate plan, it can be [...]

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