As more and more Baby Boomers retire, many wonder where they should spend their golden years. Each person’s unique facts and circumstances should inform that decision, including, without limitation, the various taxes imposed by each state. The findings in this article might surprise you.
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How to Plan For Your Family – The Furry, Winged, or Scaled Ones
When planning for our own future, our pets are often overlooked. A Pet Trust ensures your pet is cared for after you’re gone. Did you know that nearly 1 million pets are euthanized each year in the U.S. because they’ve been abandoned? Over half of these cases are due to the death or disability of […]
Common Mistakes in Estate Planning – Part V
The documents an individual creates to protect their family are only part of the story. When it comes to planning for your family, all the pieces matter. A qualified Estate Planning attorney will help you create a complete estate plan that protects your assets, accounts for future needs and concerns, and provides for your family after you’re gone.
The American Dream…Turned Nightmare
Putting Your Trust In The Right Estate Planning Attorney (For You) Will Make All The Difference We all want to live the American Dream, and the Fernandez family, through hard work and perseverance, achieved their dream. But when it was time for their estate plan to pass on their hard-earned family legacy, their dream turned […]
Common Mistakes in Estate Planning – IV
With the proliferation of the internet has come a plethora of websites claiming that individuals may take a “Do It Yourself” approach to Estate Planning. While individuals may think that a plan created by one of these companies will meet their needs and save them money, the opposite is true. These plans often fail to contain necessary provisions and usually cost the family more in attorneys’ fees. In addition, a Trusts and Estate practitioner can alert a family to techniques designed to lower the tax burden upon the death of an individual. It’s easy to make costly mistakes if you don’t have an attorney both at the drafting stage and the administration stage of Estate Planning.
