estate planning law firm
A Professional Law Corporation

Estate Planning Blog

Home ยป Blog

How Do IRAs and 401(k)s Fit into Estate Planning?

Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.
Read More

Passing Assets Through A Trust: How Does it Work?

There’s no single path for everyone to follow. However, you might consider establishing a trust, which offers some key benefits.
Read More

Jointly Owned Property: What Happens When a Co-Owner Dies?

Various types of property, such as bank accounts and real estate, can be owned jointly with another person(s).
Read More

Is Your Estate Plan Ready for Tax Changes?

There are useful estate planning vehicles that take advantage of current historically high federal exemptions, while providing flexibility to adapt and modify those plans based upon future events or tax law changes.
Read More

High-Interest Rates Have an Impact on Estate Planning

When the 7520 rate is low—as it has been for 15 years—opportunities for good planning abound.  However, what about when the rate is high? Few estate planners have needed to ask themselves that question until very recently.
Read More

Is Estate Planning and Writing a Will the Same Thing?

Many people think that estate planning and writing a will are the same. However, one is actually just part of the other.
Read More

Protect Your Estate: Tips on How to Safely Store Your Estate Plan

Safeguarding legal documents and providing access to this information is a big consideration in your caregiving plan.
Read More

Can a 529 Plan Help with Estate Planning?

You can set up a 529 savings plan account for any beneficiary. You can also set up accounts for as many beneficiaries as you want.
Read More

What Is the Best Asset Protection?

Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
Read More

What Is Included in an Estate Inventory?

One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
Read More
Stay Informed

Join Our FREE Newsletter

Integrity Marketing Solutions - Estate Planning Marketing
Powered by
magnifiercrossmenu-circlecross-circle linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram