Estate Planning Blog
Estate Planning, Tax & Business Planning Blog
Estate Planning for Millennials: A Guide to Getting Started
A global pandemic, marriage, becoming parents, and just wanting to protect your assets are just some of the reasons that millennials are...
Revocable and Irrevocable Trusts – What’s the Difference?
While most of us have heard of “trusts,” few understand the differences between the various types of trusts, specifically revocable and...
Estate Planning For Your Second Marriage: 5 Mistakes to Avoid
While we all go into marriage hoping and thinking it will last, the truth is that 50% of marriages end in divorce. So what about those who...
Digital Estate Planning: The Importance of Planning for Your Virtual World
We live in a digital world, where almost everyone has an online presence, as well as multiple passwords across multiple platforms. Even to...
Power of Attorney: How to Choose the Right Agent
The only thing more important than having a power of attorney in place, is who you choose to represent you and carry out your wishes in...
7 Reasons to Update Your Estate Plan
One of the biggest mistakes that someone can make in terms of estate planning is not updating their plan after certain life events. There...
What is a Living Trust? and Other Questions About Living Trusts
Estate planning is a hard topic to talk about, but no matter your age or wealth, it is smart to have a plan in place should the unexpected...
Getting Divorced? Don’t Forget to Update These Four Estate Planning Documents
Growth is a mandatory part of life. As you age, your life expands and changes. Often these changes come slowly, but sometimes tectonic...
How Biden’s Tax Proposal Changes Could Affect Your Estate Plan
While on the campaign trail, then-presidential candidate Joe Biden presented a tax plan that promised to return the federal estate and...
Top Four Estate Planning Mistakes to Avoid
When it comes to estate planning, even the smallest error can cost you. It’s not just your life’s work that is at stake, but your family’s...
What Does an Executor (aka Personal Representative) of an Estate Do?
When someone passes, any remaining debts of a person’s estate must be paid. In order for a person’s beneficiaries to receive any remaining...
Advance Directives, Power of Attorney & Other Estate Planning Documents Your College Student Needs
You probably have a lot on your mind as your high school senior prepares to graduate. College applications, campus visits, and trips to a...
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