November 15, 2023 •
Estate Planning 
You’re not too young, you do have enough assets and don’t you want to make things easier for your loved ones after you pass away?
Read MoreAugust 26, 2022 •
Estate Planning 
The way in which assets are titled can be vital to your estate plan and asset protection goals.
Read MoreAugust 25, 2022 •
Estate Planning 
Succession and estate planning is difficult and time-consuming. However, it is also a key step for a business that can grow into the future.
Read MoreAugust 24, 2022 •
Estate Planning 
Regardless of the preferred record-keeping mode, most people have some sort of digital footprint, making it important to know who would have access to your digital assets if you became incapacitated and how those assets would be distributed in the event you pass away.
Read MoreAugust 23, 2022 •
Estate Planning 
Many families help their disabled loved ones with whatever resources they have, if they can, but this must be done carefully to protect eligibility for government aid. An ABLE account—named for the Achieving a Better Life Experience Act—can be paired with Special Needs Trusts to improve the quality of life for the disabled family member.
Read MoreAugust 22, 2022 •
Estate Planning 
Estate planning is not just for affluent individuals. While good estate planning can lead to desirable financial outcomes under the right circumstances, estate planning in its most basic form involves implementing the legal steps and directives that are necessary to ensure that your health and your assets are managed properly in the event of incapacity and death.
Read MoreAugust 19, 2022 •
Estate Planning 
Learn the most important deadlines you or a loved one will have to keep in mind for Medicare.
Read MoreAugust 18, 2022 •
Estate Planning 
One type of trust, the qualified perpetual trust, can be used to pass assets down to your beneficiaries, decade after decade.
Read MoreAugust 17, 2022 •
Estate Planning 
Q: Is there a difference between a ‘living will’ and a ‘do not resuscitate’ order? A living will is a written statement describing a person’s wishes about receiving life-sustaining medical treatment in case of a terminal illness if they are near death or in a persistent vegetative state.
Read MoreAugust 16, 2022 •
Estate Planning 
When it comes to a power of attorney document, you don't seem to need it – until you suddenly, desperately do.
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