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Why Estate Planning Is Essential for Small Business Owners

May 3, 2024

Your business, likely your most valuable asset, deserves careful consideration within your estate plan to ensure a smooth transition of ownership and management in the event of incapacity or death.

Estate Planning

Trust Dynamics: Insights on Avoiding Trouble with Your Trustee

May 1, 2024

Trusts are a smart and well-known estate planning tool that names or appoints a trustee to administer and distribute the assets according to the terms. However, how often do estate owners ask, “What if something goes wrong, and the trustee breaches their duties?”

Estate Planning

The Mystery of Trusts: What Your Estate Planning Attorney Wishes You Knew

April 29, 2024

Understanding trusts and their tax nuances can empower you to make informed decisions regarding the type of trust you choose for your estate planning purposes.

Estate Planning

Estate Planning for Gen Xers and Aging Parents: For Financial Peace of Mind

April 26, 2024

Many Generation Xers are in a unique position, “sandwiched” between raising their children and caring for aging parents. A proactive estate plan can help alleviate financial burdens and smooth aging parents' path into retirement for both generations.

Estate Planning

Estate Planning Strategies to Care for Aging Parents

April 24, 2024

An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents' wishes, while retaining control for aging parents over financial and health-related matters.

Estate Planning

Estate and Investment Planning Balances Short and Long-Term Goals

April 22, 2024

Strategic asset allocation and estate planning strategies hinge on carefully considering future financial needs. Today's volatile markets spotlight financial questions of how much and when you'll need to fund retirement to senior living and the time in between while preserving wealth for beneficiaries.

Estate Planning

The Surprising Ways Trusts Future-Proof Your Estate Plan, Providing Flexibility and Intention

April 19, 2024

In a season of economic unease, inflation, and changing state laws, strategies like trusts, trust protectors, and a clear purpose statement in your estate plan ensure that your assets and values transfer according to your wishes.

Estate Planning

Why Estate Planning Matters for Baby Boomers’ Senior Living Accommodations

April 17, 2024

Strategies like living trusts and irrevocable trusts help baby boomers protect wealth, support independence and senior residence preferences, and plan for Medicaid approval requirements.

Estate Planning

Can Estate Planning Address ‘Third Generation Curse?’

April 15, 2024

Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth.