Avoid These Six Common Mistakes With Careful Estate Planning

As the holidays approach and we look forward to spending time with family and friends, protect yourself and your loved ones by steering clear of these common mistakes. 1. Signing “I love you” wills. Recently, we have seen more cases where a person chooses to leave all of their assets to their spouse. These “I […]

Veterans Administration Changes Rules For Pension Benefits

Just last week, the Veterans Administration published new rules that make it more difficult to qualify for pension benefits. One of the most important changes is that any gifts made in the past 36 months, either to a family member or to an irrevocable trust, will be penalized. An investment in an annuity will also […]

In Case Of Emergency: What Documents Do I Need?

One of life’s toughest challenges is to face serious illness, incapacity, or the end of life for a loved one. Here is exactly what you need to know about each of your valuable estate planning documents to help guide you through those times. We create both legal and health documents to ensure that you and […]

Will My Debt Outlive Me: What Happens To Debt After Death

If you have ever wondered what would happen to your debts after passing, you are not alone. This is one of the most frequent questions we hear from clients. While each estate is unique, below is what you can typically expect from the most common types of debt. Student Loans Student loan collectors can make […]

What You Need To Know Today About The Tax Reform Bill

By now, we have all heard about the new tax bill that has been passed and signed into law by President Trump. There are numerous changes that are highly likely to affect you, your estate plan, and especially those of you who own businesses. We have prepared a detailed presentation for what to do in […]

What You Need To Know Now About Tax Reform

You probably have heard all about the upcoming tax reform bill and know that legislators are likely to vote on the final version this week. Although nothing is final, there are numerous proposed changes that are highly likely to affect you, your estate plan, and those of you who own businesses. We are following every […]

The Aftermath Of The Equifax Security Breach

The repercussions of the Equifax security breach continue to make the news. As you know, the credit reporting company was hacked, and those hackers may have accessed some of the most sensitive financial data of over 145 million Americans. According to recent updates, names, Social Security numbers, birth dates, and addresses were stolen. A much […]