Estate Planning Blog
Estate Planning, Tax & Business Planning Blog
What Could Happen if Your College Student Doesn’t Sign a POA?
Sending your child off to college is a milestone, signifying their transition to adulthood and independence. While you're likely focused...
Navigating the Corporate Transparency Act: A Vital Update for Your Small Business
In the ever-evolving landscape of corporate regulations, staying informed is not just an option, but a necessity. The forthcoming...
7 Advanced Estate Planning Strategies to Reduce Estate Taxes
Planning for a future of unknowns is the goal for everyone when they are crafting an effective estate plan. And when planning for how you...
How High Interest Rates Could Impact Your Estate Plan
Inflation can have a big impact on how you structure your estate plan, and so it should be an important consideration when drafting your...
Not So Swift: How “Anti-Hero” Got it Wrong (and Why it Matters)
Taylor Swift’s song “Anti-Hero” reveals much about the singer’s anxieties and insecurities but buries the truth on estate planning...
Avoiding Probate: Why It’s the Best Strategy
If you have recently lost a loved one, you may be asking yourself what comes next. One of the first steps in settling an estate is going...
2023 Changes to Retirement Plans for Beneficiaries
If you have a 401k or an IRA retirement plan, it can seem like the rules governing these accounts are always changing. And with the most...
Trust Administration: Expectations vs Reality
A trust can be a great way to ensure that a person’s assets are managed effectively after they pass—without having to go through the...
Pour Over Wills and Their Place In Your Estate Plan
As part of your estate plan, you may decide to establish a trust in order to pass some or all of your personal assets to your loved ones...
Estate Planning: Having Tough Conversations Around the Holidays
When most people think of Thanksgiving, they think of good times with extended family, bountiful plates of food and, maybe, some difficult...
Fit for a Queen: What We Can Learn from Queen Elizabeth’s Estate Plan
It probably doesn’t come as a shock that the royal estate of Queen Elizabeth II was enormous—valued at around $27 billion. While the Queen...
Why Today is Better than Next Week When the Goal is to Mitigate Risk
Drawing up a thorough and well-considered estate plan is the only way to ensure that your family will be properly provided for after you...
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