The Unique Benefits Of Your Revocable Living Trust

It was a pleasure to see so many of you at our successor trustee workshop at the end of January! For those who couldn’t attend – or for anyone who would like a refresher – below are more details on one of the elements we discussed: your revocable living trust. Your revocable living trust allows you […]

What You Need To Know About 529 Education Savings Plans

If you have children or grandchildren in college, they are probably buckling down now to prepare for finals. For those planning for how best to pay for the education of younger children, grandchildren, or loved ones, this is an excellent time to prepare. Here are a few key facts about 529 education savings plans: 1. […]

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 […]