Mar 20, 2025 | Estate Planning
Make Estate Planning Part of Your New Year’s Resolution We’re already three months into the year, are your New Year’s resolutions still going strong, or have they taken a backseat? A new year is always a good time to reflect on your personal habits,...
Jan 28, 2025 | Estate Planning
Why You Should NOT Put Your Child’s Name on Your Deed Many of our clients want to leave their home to a child and contemplate putting their child’s name on the deed. While this may seem like a simple and inexpensive idea, putting your child’s name on your deed can...
Dec 10, 2024 | Estate Planning
If you are planning to leave your children an inheritance, you should know that some assets are more effective for tax and financial purposes, and some assets may be more complicated than they appear on the surface. Below is a list of some assets that you should...
Oct 24, 2024 | Estate Planning
National Estate Planning Awareness Week: October 21 to 27 Since 2008, the third week of October has been recognized as National Estate Planning Awareness Week thanks to the hard work of Congress and the National Association of Estate Planners & Councils. This week...
Oct 2, 2024 | Estate Planning
We hear this question often from Potential Clients. But even more often, we see this exact scenario play out in Probate cases when someone dies without a Will. Dying without a Will, also known as dying intestate, can lead to financial and emotional costs for your...
Aug 19, 2024 | Estate Planning
MISCONCEPTION 1: TRUSTS ARE ONLY FOR THE WEALTHY. This couldn’t be further from the truth. Revocable Living Trusts offer a versatile and powerful way to manage your assets during your lifetime and ensure a smooth transition of wealth to your loved ones after...
