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 [...]
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 [...]
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 [...]
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. [...]
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 [...]
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 [...]
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 [...]
With so many misconceptions about estate planning, it can be confusing to know exactly how estate planning works. These misconceptions can also keep you from starting an estate plan because the entire process may seem overwhelming. Paired with no one wanting to think about the end of their life, estate planning can be put [...]
With so many misconceptions about estate planning, it’s hard to know what you need to have prepared for your loved ones in case the worst happens. Many think that an estate plan just involves having a will. Of course a will is great to have, but there is much more to an estate plan [...]
A common misconception is that once your estate plan is signed that it’s set in stone and permanent. This fear may lead to avoiding putting together an estate plan altogether, but this misconception could not be further from the truth. Your estate plan isn't permanent. Just as you go through different chapters and changes [...]
