Articles & News

A Vacation Checklist for Your Estate Plan

family of four camping by lake and viewing sunset

With summer finally here, many of us are planning our annual getaways to relax and escape the stresses of our daily lives. You plan your itinerary, make travel arrangements, and confirm the contents of your suitcase – Sunblock? Check. Beach novel? Check. But are you sure your estate plan is up to date and in […]

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Ensure Your Retirement Plan Aligns with Your Estate Plan

wealth and home balanced on a scale

It isn’t uncommon for people to regard their retirement accounts as large consistent assets. Understandably so, we devote our able-bodied years to conserving much of our earnings in preparation for our prospective futures. Sadly, the high expenditures associated with retirement such as the increasing cost of healthcare can easily undermine even the most prudent retirement […]

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4 Tips for Success Using a Personal Property Memorandum

elderly couple discussing estate planning.

You may find yourself asking “what is a personal property memorandum?” In short, it is an estate planning document commonly used to provide an opportunity to bolster your existing will or trust. Often, will or trust documents simply divide and distribute the entirety of an estate among surviving family members equally. However, what about those […]

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Trust & Estate Planning: What Does Your Family Know About Your Estate Plan?

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Here we are right in the middle of tax season and like most people, you’ve likely been hard at work preparing (or finishing up) your tax returns. The majority of people probably don’t feel comfortable sharing the financial details of their tax returns unless of course, they have to, say for a mortgage. However, your […]

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Estate Planning Strategies When Facing a Major Health Event

doctor holding patient's arm during medical diagnosis

What You and Your Family Should Know Receiving a serious health diagnosis or learning that you need to undergo significant surgery can cause substantial disruption in your day-to-day life. During this time, the last thing you may want to think about is whether your estate plan is up to date with your present intentions. Although […]

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Reasons Why a Living Trust May Be Preferred Over a Will

choosing a living will over a trust

You’ve worked hard to maintain your home, provide for your family, and essentially build your life. Naturally, you would like to protect and control what happens to your assets once you are no longer able. Even if you are a person of modest means, you still have an estate and undoubtedly have preferences as to […]

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3 Estate Planning Secrets the Wealthy Use

Estate planning preparation concept. Desktop with laptop, calculator, and notepad.

Estate planning is complex and continually evolving. Often, affluent families are “early adopters” of the newest and best estate planning strategies. Luckily, by working with us, you can benefit from the same estate planning strategies that affluent families do.  Here are a few techniques we should discuss soon.

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Avoid these Eight Common Mistakes in Your Revocable Living Trust

A silver gavel resting on a silver striking plate. Trust and estate planning.

A revocable living trust has long been an important part of estate planning. Done correctly, a living trust can help protect your heirs from creditors, probate, and supply them with any funding you’d like them to have. However, a revocable living trust might not meet your goals if it isn’t arranged properly and periodically reviewed […]

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Make Moves Now to Lower Taxes

A pencil tip pointing to the text of a tax document.

Many tax breaks are only available to people with an adjusted gross income under a certain amount. Let’s say you could qualify for some of these valuable tax deductions and credits — but your income is a little too high. The first step in this process is to make a projection of your income for […]

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The Practicality of Estate Planning

A handheld calculator, pen, and pad of paper on table top.

You work hard to provide for your family, pay for your child’s college tuition, and ensure your family lives a good life. Wouldn’t you want to make sure that still happens when you’re no longer there? A well-thought-out estate plan can help accomplish that goal. Estate planning seems like a huge undertaking, but it’s quite […]

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