April 13, 2022 •
Estate Planning 
When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
Read MoreApril 5, 2022 •
Estate Planning 
Your last will and testament is one of the most important legal documents that you will ever make. It allows you to direct where you want your property, guardianship and debts to go after you die, and allows you to appoint an executor to act out your wishes.
Read MoreMarch 31, 2022 •
Estate Planning 
Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
Read MoreMarch 30, 2022 •
Estate Planning 
Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies go on the second-to-die’s death?
Read MoreMarch 4, 2022 •
Estate Planning 
Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
Read MoreFebruary 24, 2022 •
Estate Planning 
Estate planning is a term generally applied to the steps taken to create a roadmap for a person’s assets when they die or become incapacitated.
Read MoreFebruary 23, 2022 •
Estate Planning 
Seeking a guardianship for a loved one is a decision that shouldn't be taken lightly. Here's how the process works.
Read MoreFebruary 22, 2022 •
Estate Planning 
It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.
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