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Ways to Transfer Home to Your Children

Transferring a home to adult children is not quite as easy as giving them the keys and letting them move in. No matter how you do it, the taxman wants his cut, whether through estate and gift taxes or those for property and income, both federal and state.
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Protect Your Elderly Parents with Estate Planning

As the American population of seniors continues to expand, the need for intentional estate planning becomes more urgent, especially for the children of aging parents.
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Some Assets are Better Left Outside of Will

That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paper­work and relevant laws.
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Your Estate Plan Could Be a Disaster

We’re all looking to save taxes, court costs, legal fees and ‘make it simple’ for our heirs. A last will and testament is the cornerstone of all estate planning, maybe with a trust.
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Inheritance Talk: What Do Your Kids Want to Get?

While it might seem too soon to think about this uncomfortable topic, it’s still something that needs to be carefully planned to make everyone’s life a little easier as they handle the grief of losing a loved one.
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Is Your Business Included in Estate Plan?

When you own or operate a business, ensuring that this plan accounts for the future of the business is critical.
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Should I List Beneficiaries on my Life Insurance?

Here are three smart moves to make when picking (or adjusting) your life insurance beneficiaries.
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How Important Is a Health Care Power of Attorney?

It is your right to keep your health information private, but is that always what is in your best interests?
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How Do You Provide Financial Help for a Special Needs Child?

People with children who cannot support themselves need to think well past their own lifetime and figure out how to provide for children after they are gone.
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Factors to Consider when Picking Trustees, Executors and POAs

One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.
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