Whether you are already retired or you’re thinking about retiring soon, have your estate plan ready to help you protect your financial and retirement goals. There’s a lot of big changes that come with retiring and being prepared with your estate plan will help you move smoothly and freely into this next phase of [...]
“Per capita” and “per stirpes” are phrases you’ve probably never heard of or at least don’t use very often. These phrases can determine how your wealth is passed on to each generation of your family. So not knowing the difference can potentially lead to disinheriting your loved ones. Three Ways To Pass On Your [...]
‘Tis the season for gift giving! This time of year can be stressful with the hustle and bustle of the holidays. But maybe this year you aren’t looking for the hottest deals or the most popular toys to give. We can help you prepare if you’re considering gifting part of your estate. Here’s a [...]
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 is [...]
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 [...]
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 [...]
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. [...]
