Estate Planning

April 17, 2024

Will the State Take My Home?

“Will the State take my home if I go into a nursing home?” I am asked this question more than any other….

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March 28, 2024

Do You Need a Trust?: Estate Planning Q&A

According to the 2023 Wills and Estate Planning Survey by Caring.com, only 34 percent of Americans have an estate plan. The primary reasons respondents…

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March 14, 2024

8 Frequently Asked Questions on Last Wills and Testaments

Starting an estate plan can be overwhelming, and you probably have many questions. You are not alone. Below are eight questions people…

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February 15, 2024

3 Common Probate Questions: Estate Planning Basics

When people pass away, they leave behind assets, property, and possessions that can have sentimental and real value for surviving family members…

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February 1, 2024

Modifying an Irrevocable Trust Through Trust Decanting

A trust is a legal document that you can set up to give assets to someone else. Trusts can be revocable or…

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January 23, 2024

Do You Need a Spendthrift Trust?

The aging population is expected to transfer $30 trillion in the coming years, per Forbes. According to the Survey of Consumer Finances, the median inheritance…

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January 9, 2024

What Are the Drawbacks of Naming Beneficiaries?

Although in many situations the advantages outweigh the disadvantages when selecting beneficiaries, there are always exceptions. What Is a Beneficiary? Beneficiaries are individuals…

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December 28, 2023

Mitigating the Impacts: Sunsetting the Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act (TCJA) took effect on Jan. 1, 2018, and impacted personal income taxes, small businesses, estate tax…

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November 30, 2023

What Is a Gun Trust?: Estate Planning Q&A

According to Pew Research, 30 percent of adults in the United States report owning a firearm. Gun sales have risen in recent years,…

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October 26, 2023

Is Your Financial Information in Order?

Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today. At…

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