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Should You Gift Kids Inheritance Now, or After You’ve Passed?

December 6, 2023

Are you better off giving money to children now when you can see the results or doing it through your estate after shuffling off this mortal coil?

Estate Planning

The Team Behind a Successful Estate Plan

December 4, 2023

Human nature is such that we often tend to focus on the bigger and more important steps. That’s a good thing, but it doesn’t negate the need to address the secondary coordination steps.

Estate Planning

Avoiding the Pitfalls: Retirement Planning Mistakes to Avoid

November 29, 2023

Planning for your golden years is no small feat. A robust retirement plan is a treasure map to comfort and security in your later life. However, the road to a stress-free retirement is often littered with potential mistakes. Identifying common retirement planning mistakes and knowing the mistakes to avoid can save future retirees from headaches and financial instability. Are You Underestimating Health Care Expenses When Your Retire? One retirement mistake made often is underestimating health care costs. It’s easy to overlook long-term care and other health expenses, especially if you’re currently in good health. However, healthcare expenses can deplete your…

Estate Planning

Estate Planning in Seven Steps

November 27, 2023

Estate planning is a profound journey that transcends generations, ensuring that your legacy endures with precision and care.

Estate Planning

How to Handle an Inheritance

November 24, 2023

It can be fun to daydream what life would be like if you hit the Powerball for $1.7 billion, but for most people, windfalls aren’t quite as exciting.

Estate Planning

Revocable Living Trust can Help with Planning for Incapacity

November 22, 2023

While physical disabilities may not impact a client’s ability to manage their own assets, mental illnesses and age-related cognitive impairment can eventually lead to incapacitation and the inability to manage their own assets.

Estate Planning

How to Get Your Estate Plan Started

November 20, 2023

You’re not too young, you do have enough assets and don’t you want to make things easier for your loved ones after you pass away?

Estate Planning

Do You Need a Trust Fund or a Will? Or Both?

November 17, 2023

Estate planning involves both trust funds and wills to help ensure the smooth transition of assets to your beneficiaries.

Estate Planning

How Do Special Needs Trusts Work?

November 15, 2023

One of the most commonly recognized instruments for protecting assets for a disabled beneficiary is through the use of a Special Needs Trust, also known as a Supplemental Needs Trust.