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Talking with Your Family About Your Estate Plan

Is it time to have “the talk” with your kids?  We’re not talking about a “birds and bees” talk but one that is equally important, perhaps more so. Everyone has concerns about what will happen when they die.  Some people worry about their homes, cars, or money.  Others worry about their children.  Rare, however, is the person who actually wants to talk about these things with their families. Opening these Read More

Ready To Travel Again? Here’s Your Estate Planning Checklist

It finally looks like travel is becoming a real possibility again. With more than a year’s worth of  vacations and business travel completely scrapped, you can sense the excitement (and maybe a little nervousness) in the air. For our part, we and many of our friends are fully vaccinated and ready to go – anywhere! While it’s the last thing we want to think about, dusting off that passport doesn’t come without its Read More

Child Turning 18? How to keep them financially and medically protected

With high school graduation coming up, many parents will watch (live or virtually) their children walk across a stage and become adults (at least in the eyes of the law) and leave home to pursue their education and career goals. Turning 18, graduating high school, and moving out is a huge accomplishment. Turning 18 and becoming an adult also comes with some serious responsibilities that most likely are not at the Read More

6 Steps to Selecting and Naming the Right Guardians for Your Children

One of your most important duties as a parent is to select and legally document guardians for your children. This doesn’t mean automatically naming godparents or trusting that the grandparents will step in if necessary, assuming they will even be young and healthy enough to do so. As a responsible parent, you need to carefully consider and decide who would be the best people to raise your children if you could not. Read More

Getting Divorced? Your Estate Plan Needs These Four Essential Updates

If you’re in the midst of a divorce, you know what an overwhelming experience it is. Divorce disrupts every facet of life, including your estate plan. Yet, when you’re dealing with emotional and difficult issues involving your kids, your finances, your home, your family and social connections, it’s understandable that updating your estate plan can fall to the bottom of your priority list. But divorcing couples Read More

When Simple Really Isn’t Simple: The Dangers of DIY Estate Planning

Sometimes, something that looks simple or easy at first glance, can turn out to be quite complicated and much, much more difficult. Estate planning is one such thing. Search online, and you’ll find tons of online do-it-yourself estate planning services. On social media, you’re probably seeing ads for products such as Will & Trust, Legal Zoom, or Suze Orman’s estate planning kit. Such forms are typically Read More

4 Reasons Why You Can’t Afford to Go Without An Estate Plan

When it comes to putting off or refusing to create an estate plan, your mind can concoct all sorts of rationalizations: “I won’t care because I’ll be dead,” “I’m too young,” “That won’t happen to me,” or “My family will know what to do.” These thoughts all come from a mix of pride, denial, and above all, a lack of real education about estate planning and the consequences to your family of not planning. But, once Read More

6 Changes to Watch out For in your 2020 Taxes

Although you may have just filed your 2019 income taxes in July, now is the time to start thinking about your 2020 return, due in April. While it’s always a good idea to be proactive when it comes to tax planning, it’s particularly important this year. 

In addition to annual updates for inflation, the Coronavirus Aid, Relief, and Economic Security (CARES) Act provides individual taxpayers with several new tax Read More

How Do Trusts Help You Save on Taxes?

Many people come to us curious (or confused) about trusts and taxes. So we’d like to sort it out and clarify things. There are two types of trusts, and each type has its own tax consequences. Revocable trusts, which are the more commonly used trusts, have no tax consequences whatsoever. A revocable trust has your social security number as it’s tax identifier, and is not a separate entity from you for tax Read More

Is your trust funded? Setting up a trust – the right way.

“The fortune is in the follow-up.” Jim Rohn “The devil is in the details.” Ludwig Mies van der Rohe I recently met with a couple who had gone several years ago to a nearby “traditional” law firm for their estate planning. The firm created separate revocable trusts for the husband and the wife, and then, once all of the documents were signed, sent the couple an email with a spreadsheet of all of their Read More