September 4, 2020 •
Estate Planning ![]()
Trusts are legal entities that own assets, and all trusts are not alike. They are created by a written trust document with certain provisions that can vary from trust to trust.
Read MoreSeptember 3, 2020 •
Estate Planning ![]()
Talking about death makes most of us uncomfortable, so we don't plan for it. That's a big mistake, because if you don't have an end-of-life plan, your state's laws decide who gets everything you own. A doctor you've never met could decide how you spend your last moments, and your loved ones could be saddled with untangling an expensive legal mess after you die.
Read MoreSeptember 2, 2020 •
Estate Planning ![]()
Small businesses are often caught up in growth cycles, profits and ensuring that products arrive to consumers on time. The life of a small business owner is a hectic one with many owners failing to follow basic estate planning and business law practices.
Read MoreSeptember 1, 2020 •
Estate Planning ![]()
When creating an estate plan, one important question to consider is how to handle the transfer of personal property, including your home. A Qualified Personal Residence Trust, or QPRT, is something you may decide to create to minimize gift and estate taxes associated for your heirs.
Read MoreAugust 31, 2020 •
Estate Planning ![]()
’Per stirpes’ vs. ‘per capita.’ Making the wrong choice could cause an estate planning disaster.
Read MoreAugust 28, 2020 •
Estate Planning ![]()
Losing a job is almost always traumatic. In your 50s, job loss can be devastating — and devastatingly common.
Read MoreAugust 27, 2020 •
Estate Planning ![]()
A recent study has tightened the link between dementia and a common class of drugs used to treat a variety of symptoms.
Read MoreAugust 26, 2020 •
Estate Planning ![]()
Having an estate plan can ensure that fiduciaries are identified to oversee and distribute your assets in the way you would have wanted. As a business owner, your ownership assets in your estate may require a more sophisticated level of planning.
Read MoreAugust 25, 2020 •
Estate Planning ![]()
Bitcoin has gone in value from less than one cent in 2010 to a high of $20,000 in 2017, to a value at the end of July 2020 of nearly $11,000. Now the U.S. Congress is holding hearings on the digitization of the dollar, so cryptocurrency has become an increasingly important financial tool for individuals and businesses.
Read MoreAugust 24, 2020 •
Estate Planning ![]()
For example, did you name someone as an heir who is no longer in favor with you or—worse yet—has died? Who should get what they would have gotten? Are there now new people in your life—be they family members or not—whom you might wish to share in what you may have?
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