Blog
One-of-a-Kind Families Need One-of-a-Kind Plans
According to statistics the average U.S. family size is 3.2 members. The median age of a man upon his first marriage is 28.1, 47% of women aged 75 or older live alone. Also according to statistics, approximately 60% of couples own their home, 70.7% of mothers with...
Don’t Fall Victim to These Common Estate Planning Myths
The following five myths continually frustrate estate planners. This is not only because we know that not only are they patently untrue, but because their continued circulation can be actually be harmful to your family and your estate. 1. Estate Planning is only for...
Share Your Passions As Well As Your Assets
Do you have a hobby that you feel passionate about? Do you love reading and collecting books? Are you a rabid coin or stamp collector? Do you find peace and tranquility out tending your garden? Whatever it is that you love; you can bet the people who love you are...
Four Steps to Creating Your Estate Plan
You’ve heard all the arguments in favor of estate planning, you know it’s the right thing to do, you want to get your planning done... you just aren’t sure how to get started. Estate planning can feel like an overwhelming endeavor when you’re presented with everything...
Why Women Need to Think About Estate Planning
Gender equality has come a long way in the past few decades and years, but still, when most people think of estate planning they think of wealthy older men along the lines of Joe Kennedy or John Rockefeller. The truth is, however, that estate planning is a subject...
What Does Back to School Have to do with Estate Planning?
As summer comes to an end and kids and parents both start getting ready for back-to-school week, estate planning may be the last thing on anybody’s mind; but the beginning of a new school year can actually be the perfect time to give your estate planner a call....
To Tell or Not to Tell About Inheritance; Sharing Your Estate Plan with Your Heirs
Should you talk to your heirs about your estate plan? The subject of inheritance is one that most people studiously avoid for a number of different reasons: superstition, fear, lack of knowledge, or a desire for secrecy. Many adults were raised to believe that money...
How a Trust Can Help Protect and Pass Real Estate to Your Heirs
You may think that trusts and estate plans are only for the wealthy, but if you own real estate (including the home you live in) then your family could benefit from the protection and direction a revocable living trust provides. When it comes to real estate, a...
An Advance Healthcare Directive Can Make a Difficult Conversation a Little Bit Easier
Does your family know your preferences for end-of-life care in case of emergency? Are you sure? If you haven’t created an Advance Healthcare Directive or spoken to your loved ones specifically about this issue, then chances are they don’t know your wishes, no matter...
Changes in Estate Tax Law Require Regular Review of Estate Plans
The past few years have seen a number of significant changes in estate tax law; so much so that estate planners—as well as anyone with a will, trust, or estate plan themselves—have had to stay on their toes! The most significant event in recent estate tax history was...
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