Estate Planning Blog
Estate Planning, Tax & Business Planning Blog
The Difference Between Wills and Trusts
Wills and trusts serve many of the same purposes, so it is natural that the two are often confused. Both are important estate planning...
Trust Funding Your Revocable Trust
For many folks, trust funding is an alienating concept. Often, when we think of trust funds, we think of privileged socialites flexing...
Planning for Guardianship of Minors: Estate Planning for Parents
Estate planning is often misunderstood. One of the most common misconceptions is that estate planning only outlines the distribution of a...
Estate Planning for Digital Assets: Social Media, Cryptocurrency, and NFTs, Oh My…
When most people think about estate planning, they think about the physical assets that their beneficiaries inherit. While that certainly...
What You Need to Know About Estate Tax Planning in 2022
Maybe it’s conspiracy thinking, but one has to wonder if the holidays fall at the end of the year to soften the blow of a new tax season’s...
When It Comes to Estate Planning, Don’t Take Half Measures
Larry King had a will. Well, Larry King wrote a will. It said: ‘This is my Last Will & Testament. It should replace all previous...
Quality of Care: The 5 Documents You Need to Care for Your Aging Parents
The holiday season is a joyous time, but it can also be a stark reminder that our parents are aging and may need some extra care in the...
Probate Questions and Answers
Most people know one thing about probate: that they want to avoid it. But why? What is probate, anyway? Is it really as bad as people make...
How to Talk to Aging Parents About Estate Planning
Fall is ending, and the New Year is just around the corner. The holidays are a complex time of year, full of family gatherings, financial...
Estate Planning Impacts the Entire Family, and Here’s How…
Less than half of U.S. adults have an estate plan, and the predominant reason is avoidance. Folks don’t want to face their own mortality,...
Estate Planning for Unmarried Couples
When the topic of estate planning comes to mind, you may envision a married elderly couple with children. In actuality, many people do not...
The Power of Power of Attorney: Why You Need One Today
The Power of Attorney (POA) is a very powerful document that should be an important part of your estate planning. If you were to become...
RECENT BLOG POSTS
GET SOCIAL WITH US
Enroll in a FREE Estate Planning Workshop
Our virtual workshops are designed to educate you about a variety of estate planning topics, including wills, trusts, probate, and more!