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We Want to Draft Your Legacy

Do You Need a Revocable or Irrevocable Trust?

November 10, 2021
On the surface, the difference between revocable and irrevocable trusts couldn’t be any more straightforward. You can change your revocable trust whenever and however you choose. You can’t change your irrevocable trust at all.
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How Does Cryptocurrency Work in an Estate Plan?

November 10, 2021
Crypto assets can be lost forever without proper storage and estate planning. When it comes to cryptocurrency, safe and secure transfer is paramount, meaning basic estate planning documents, like a will, often won't be enough.
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Can I Give My Child Access to My Bank Account? Should I?

November 5, 2021
Would your loved ones have necessary access to your bank accounts after you die to help carry out your last wishes and handle arrangements?
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Do People Get Divorced after Age 65?

November 4, 2021
A divorce almost always comes with emotional, personal and financial complications. However, a divorce late in life also adds a level of complexity to your estate and tax plan.
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What is the Difference between a Trust and a Will?

November 3, 2021
No one relishes the thought of the day they pass away and leave all their worldly possessions behind. However, it’s a certainty that no one can avoid. Thankfully, you have options for planning for what happens to your estate, including a will or a family trust.
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Why Do Families Fail when Transferring Wealth?

November 2, 2021
Over the next 25 years, analysts anticipate $68 trillion to be passed down to younger generations and charities. While the importance of legacy planning is not limited to the forthcoming Great Wealth Transfer, it does spotlight the significant amount of wealth that has been created, primarily by Baby Boomers, and the need to transition these assets thoughtfully.
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Do I Need a 529 Education Savings Plan?

November 1, 2021
Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. However, did you know that a 529 can also be a powerful estate planning tool?
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What Should Small Business Owners Know about Estate Planning?

October 29, 2021
Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.
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What Is a Dynasty Trust?

October 28, 2021
If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could be your best friend.
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Should I Delay Filing for Social Security?

October 27, 2021
In a rush to file for Social Security benefits at age 62? Many people are, but slow down and do the math first – or you might regret it.
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