August 6, 2020
August 6, 2020
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A Gifting Guide for 2020 With Tax Implications

Gifting assets can have big benefits in terms of income taxes and estate taxes for both the person receiving the gifts as well as the person […]
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July 22, 2020
July 22, 2020
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What to Keep in Mind When Planning for Retirement as a Married Couple

There’s a good chance you’ve already had some conversations with your spouse about retirement to get on the same page about what it looks like for […]
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July 14, 2020
July 14, 2020
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Tips for Preparing Your Loved Ones for An Inheritance

Are you planning on leaving behind assets for your beneficiaries to get the support of the work you’ve accomplished over the course of your life? Receiving […]
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July 8, 2020
July 8, 2020
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Have You Planned for Lifetime Incapacity?

Estate planning often begins with you asking questions about what happens if you are no longer around. However, this is not a comprehensive estate plan. In […]
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June 30, 2020
June 30, 2020
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What Is the Job of An Agent with a Durable Power of Attorney?

A durable power of attorney is an important document that is likely included in your overall estate plan. It is impossible to know what kind of […]
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June 23, 2020
June 23, 2020
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Do Your Research Before Selecting a Nursing Home for Your Loved One

Deciding on where to place a loved one in a nursing home is an emotionally difficult and financially challenging decision. Being aware of different research around […]
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June 16, 2020
June 16, 2020
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These Are the Situations That Should Absolutely Prompt You to Update Your Will

You’ve created your will, stored it in a fireproof box, and made sure that your estate planning attorney and other relevant stakeholders had access to it. […]
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June 9, 2020
June 9, 2020
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Do You Have the Right Pillars in Your Retirement Plan?

Knowing whether or not your retirement plan is solid enough feels highly subjective but it’s important to consider what your own retirement might look like and […]
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June 3, 2020
June 3, 2020
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Studies Show that There Is a Knowledge Gap in Estate Planning

You’ve probably heard about estate planning or maybe even had some connection to it as the probate of a loved one was open. But plenty of […]
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