It doesn’t matter how hard you work or how wisely you invest the money you earn if you end up losing the assets you acquire before you are able to enjoy them during your “Golden Years” and/or pass them down to loved ones at the end of your life. Fortunately, there are a wide range … [Read More]
Is Cryptocurrency an Asset?
Most people have heard of cryptocurrency; however, only a small percentage of people actively own it and use it. If you are one of them, it is important to understand how your cryptocurrency fits int oy our estate plan. Given the unique characteristics of cryptocurrency, failing to identify and include it in your estate plan … [Read More]
Is a Grantor Retained Income Trust Right for Your Estate Plan?
Creating a successful estate plan requires you to do more than just decide how your estate will be divided after you are gone. It also requires you to contemplate ways to protect your estate assets wile you are alive so they are available to be passed on after your death. One potential threat that all … [Read More]
Make Estate Planning the Focus of Your New Year’s Resolution
It’s almost that time again –time to make a New Year’s resolution. This year, why not make a resolution that protects you and your loved ones? Resolve to create an estate plan if you have yet to do so, or do a complete review and revision of your existing plan if you already have one. … [Read More]
Including Digital Assets May Require You to Update Your Estate Plan
For most people, a primary objective of estate planning is to ensure that their estate assets wind up in the right hands after they are gone. For that goal to be accomplished, however, you must make sure that you have included all your assets in your plan. In today’s electronic age, that means you need … [Read More]
Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the second part of a series of articles on ways an Estate Plan might be invalid and how to avoid these pitfalls. This article looks at “undue influence.” [Read More]
Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of a series of articles on ways an Estate Plan might be invalid and how to avoid these pitfalls. [Read More]
The Questions of Estate Planning, Part 6: Why
People often have questions about Estate Planning. This is the sixth in a series of articles addressing those questions. This sixth article addresses “why” to do Estate Planning. Read on to learn more. [Read More]
The Questions of Estate Planning, Part 5: How
People often have questions about Estate Planning. This is the fifth in a series of articles addressing those questions. This fifth article addresses “how” to do Estate Planning. Read on to learn more. [Read More]
Getting Together with Family for the Holidays
The holidays are a special time with family and friends. You can take the opportunity to check on elderly loved ones. It’s also a great time to discuss planning. Read on to learn more. [Read More]
( By appointment only )