Crossroads Coming in Estate Planning

Crossroads Coming in Estate Planning

“Your estate plan needs to be structured to achieve the results you want under today’s law. Also, it should be flexible enough to adapt to changes in the law that take effect before you’re able to revise the plan.”...
Reasons to form an Irrevocable Trust

Reasons to form an Irrevocable Trust

The major reasons for wanting to form an irrevocable trust. As the article states, caution is needed as “an irrevocable trust that protects you from estate taxes is usually not Medicaid-compliant, and was most likely not set up with a permissible trustee to...
Lessons from Celebrity Estates

Lessons from Celebrity Estates

Great questions to think about: Does your Will match your wealth transfer wishes? Are your assets titled correctly and have you set up the appropriate beneficiary designation forms? Have you established and funded all necessary trusts? You don’t have to be a...
Vacations Gone Bad

Vacations Gone Bad

Vacations Gone Bad How Delegating Parental Powers Can Be Critical With summer vacation time upon us, despite our Covid-19 world, many people are hitting the road or jumping on a plane. It is not uncommon to have minor children go on vacation with another family or go...

Has a myth about Estate Planning left you confused or kept you from starting?

The Estate Planning process captures your legacy by ensuring that your wishes are fulfilled while providing protection for your loved ones and assets.  However, many myths hinder the process and even prevent some people from getting started.  That is why we put together a helpful guide to address these myths and to provide you with insightful guidance.

Thank you!