If reviewing your estate and financial plans has been top of mind lately, you’re not alone. Living through a crisis like COVID 19 puts everything into perspective, and shines a light on both financial matters and arrangements made for the future. It may not be...
As Ambrose Bierce once darkly observed, “Death is not the end. There remains the litigation over the estate.” Obviously, ideally, when someone passes away, the paperwork and material concerns associated with the estate are so flawlessly handled (thanks to excellent...
Some people start thinking of getting a will in place when children arrive on the scene so guardians are named. Most people start thinking about planning their estates when they reach retirement age. However, you might be surprised, even shocked, to know that the best...
Your estate plan is a snapshot of you, your goals, your family, your assets, tax laws, and other laws in effect at the time it was created. All of these variables change over time, and so should your plan. It is unreasonable to expect the simple will written when you...
When you pass away, your family may need to visit a probate court in order to claim their inheritance. This can happen if you own property (like a house, car, bank account, investment account, or other asset) in only your name. Although having a will is a good basic...
BEWARE: you may not be out of the woods yet. Unless you have a comprehensive estate plan, taxes may slip in when you’re least expecting it. That being said, many, but not all, of you can rest assured that the federal estate tax won’t diminish your estate. The...
We know how you feel – the last thing you want to think about is paperwork and making decisions about guardians, death, and money. But, and it’s a big “but,” estate planning is likely the most important paperwork you’ll ever do based on the most important decisions...
Because estate planning is about taking care of yourself and those you love, it doesn’t matter how much money you have. There’s no financial threshold you must meet in order to qualify for planning. The qualifications are simple and twofold: first, you must care about...
Rest assured, we are here for your loved ones if you become incapacitated and when you die. We hold their hands (sometimes, literally), guiding them through administration while following the instructions you’ve outlined in your estate plan. Remember, your estate plan...
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