April 19, 2021 •
Estate Planning ![]()
If you are planning to take another walk down the aisle, it is critical to take the time to review and revise your estate plan, especially if meaningful assets and debts are being brought into the marriage.
Read MoreApril 14, 2021 •
Estate Planning ![]()
While the tasks of dealing with an estate after someone passes may be simple administration, the work associated with it is often quite complicated.
Read MoreJanuary 8, 2021 •
Estate Planning 
Every family has one–or maybe more–black sheep. They’re people who march to their own drum and handing them an inheritance could be problematic.
Read MoreJanuary 6, 2021 •
Estate Planning ![]()
Done right by a lawyer, your heirs can avoid the expense and time of probating your will and may save on estate taxes, while easing the administration of your affairs while alive and after you have gone.
Read MoreDecember 22, 2020 •
Estate Planning ![]()
If you get bogged down with a high balance that you can’t easily afford to pay off, it can take years to get out of debt. However, what happens to your credit card debt, if you die before you’ve repaid it?
Read MoreDecember 17, 2020 •
Estate Planning ![]()
Many investors took advantage of the pandemic-induced market decline this spring to do big Roth conversions and pay less tax on reduced asset values.
Read MoreNovember 26, 2020 •
Estate Planning ![]()
Remember that a will goes through probate, so a husband and wife typically try to avoid it by using joint ownership or beneficiary designations. However, they’re often mistaken by believing the will still controls their estate.
Read MoreOctober 9, 2020 •
Estate Planning ![]()
Only you know the strengths and weaknesses of your family members, putting you in the best position to decide if your spouse or your child can appreciate a trustee’s responsibilities.
Read MoreOctober 1, 2020 •
Estate Planning ![]()
If you have lost your spouse during this time, there are so many issues you must address–funeral arrangements, meeting with lawyers and accountants and dealing with finances. All of this comes on top of dealing with the emotional loss.
Read MoreAugust 5, 2020 •
Estate Planning ![]()
So, you’ve decided that a family member won’t be getting an inheritance, after all. Maybe you have an ungrateful or irresponsible family member you want to cut out of the will.
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