If you have an elderly family member or loved one that is in declining physical... [Read more...]
The Intersection of Legacy Contacts and Estate Planning
As more and more individuals get comfortable in the digital world, Estate Planning has changed... [Read more...]
The Evolution of our Unified Estate and Gift Tax System
Many individuals think that if their estate is below a certain amount that they need... [Read more...]
Family Arguments – How to Address Them in your Estate Plan
Families argue. It's not the most shocking statement ever made because it's true and we... [Read more...]
The Best Way to Protect Your Minor Child in Your Estate Plan
Having at least a basic estate plan in place is beneficial to every adult. If... [Read more...]
Application of the Updated Life Expectancy Tables
Since the creation of Individual Retirement Accounts in 1971, they have become an increasingly important... [Read more...]
You’re the Executor of A Will: Now What?
In a perfect world, the testator of a last will and testament will always discuss... [Read more...]
Should I Include Life Insurance In My Estate Plan?
Advertisements for life insurance policies seem to be everywhere, making most of us wonder whether... [Read more...]
Special Needs Planning: The Supplemental Needs Trust (SNT)
If you are the parent of a physically or mentally disabled child or a child... [Read more...]
What to Look for in A Long-Term Care Insurance Policy
The ancient Greeks enjoyed an average lifespan of only about 20 years compared to an... [Read more...]
Is Probate Necessary?
When faced with the loss of a family member or loved one, the emotional toll... [Read more...]
How to Create a Funeral Plan
Although it is something most of us prefer not to spend much time thinking about,... [Read more...]
