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|

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.  [...]

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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|

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 [...]

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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|

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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Estate Plan Oversight Can Leave Your Family in Dispute and in Court.

By |2020-11-09T20:39:58+00:00August 17th, 2020|Estate Planning|

In January, the tragic deaths of NBA legend Kobe Bryant (Kobe) and his 13-year-old daughter, Gianna, shined a new light on the vital need for an estate plan and the importance of taking inventory to avoid estate plan oversight. At the time, little was known about the planning strategies Kobe put in place to [...]

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Your “Blended Family” May End-up in Court Unless You Do This…

By |2021-01-28T20:56:49+00:00July 3rd, 2020|Blog, Estate Planning|

If you have a blended family and do not plan for what happens to your assets in the event death, you are almost certainly guaranteeing hurt feelings, conflict, and maybe even a long, drawn-out court battle. So let’s start by clarifying what a blended family is and whether you have one. If you have [...]

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