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We Want to Draft Your Legacy

How to Avoid a Family Fight over Company

January 14, 2022
In coming years, millions of Baby Boomers — those born between 1946 and 1964 — are expected to retire in the U.S. In fact, by some estimates nearly a quarter of this country's population will be aged 65-or-older within a few decades.
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Can You Remove Someone from a Life Estate?

January 13, 2022
Life estates can provide effective means to create joint ownership of property, avoid probate and transfer property after death without incurring gift taxes.
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Is It Better to Inherit Stock or Cash?

January 12, 2022
If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.
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What are Digital Assets in a Will?

January 11, 2022
Most family members may not have a clue what we have floating out in cyberspace. Accessing or deleting accounts can be tricky for family members, if they don’t have your login credentials.
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Do Dental Problems Mean Cognitive Impairment?

January 10, 2022
The risk of cognitive impairment can jump by 48% for people with this dental problem.
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How Do You Split an Estate in a Blended Family?

January 7, 2022
Good estate planning must consider more than what you want to happen to your property and for your beneficiaries. It also must consider what you intentionally want to avoid happening.
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Do I Need a Non-Grantor Trust for Estate Planning?

January 6, 2022
One of the most useful estate planning tools is a trust, which can be used to create a legacy of wealth and protecting assets. One question to consider when creating one, is whether a grantor or non-grantor trust is more appropriate. A non-grantor trust is any trust that is not a grantor trust.
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Do I Get Ex’s 401(k) because I Was Named the Beneficiary?

January 5, 2022
My ex-husband passed away. However, I was named the beneficiary on his 401(k). Even though we are divorced, do I still have a right to it?
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Why Naming Beneficiaries Is Important to Your Estate Plan

January 4, 2022
If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries.
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Can I Use a Roth IRA in Estate Planning?

January 3, 2022
Roth IRAs and Roth IRA conversions have received a lot of press recently. Between the various tax proposals that have been floating around Congress and normal year-end tax planning strategies, Roth IRAs are a popular topic.
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