Trusts have become ubiquitous parts of estate plans. Many Estate Plans use revocable trusts as... [Read more...]
What You Need to Know About SECURE Act 2.0
IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the... [Read more...]
What Happens When You Don’t Trust Your Trustee – Part I
Trusts have become ubiquitous parts of estate plans. Many Estate Plans use revocable trusts as... [Read more...]
Using Entities in Estate Planning
More and more families own property, assets, and businesses together. Using an entity to govern... [Read more...]
The Importance of Having an Estate Plan
We all know that we should create an Estate Plan, yet so many of us... [Read more...]
What’s Retirement Got to Do with it?
As more and more Baby Boomers retire, many wonder where they should spend their golden... [Read more...]
Common Mistakes in Estate Planning – Part V
The documents an individual creates to protect their family are only part of the story. When... [Read more...]
Common Mistakes in Estate Planning – IV
With the proliferation of the internet has come a plethora of websites claiming that individuals... [Read more...]
Common Mistakes in Estate Planning – Part III
Those who take the time to create an Estate Plan usually desire to keep it... [Read more...]
Common Mistakes in Estate Planning – Part II
When people think about an Estate Plan, they often have tunnel vision and focus on... [Read more...]
Common Mistakes in Estate Planning – Part I
Despite knowing that they should have an estate plan, many individuals look for shortcuts to... [Read more...]
Planning for the “Silver Tsunami”
As the population over the age of 65 continues to grow, unique problems arise. For... [Read more...]
