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July 19, 2022

Common Mistakes: Wills and Revocable Living Trusts

There are always pitfalls that are associated with estate planning. Each document that is part of your estate plan has their own…

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July 12, 2022

Seniors: Preparing to Become a Family Caregiver

Being put in a position to be a family caregiver for an aging family member is a difficult position to be in….

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July 6, 2022

Marital Disclaimers and the Clayton Election: Last-Minute Estate Tax Planning

Deferring, minimizing, or avoiding estate taxes altogether is often an important estate planning goal for married couples. However, uncertainty surrounding what the…

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July 5, 2022

Charitable Giving: Gift of Stocks

Many philanthropically minded people provide financial support to charities throughout their lives, and in some instances, they would like their donations to…

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June 28, 2022

How to Protect Yourself from Elder Fraud

It is not uncommon for people to offer to assist older family members with their finances or guide them through the process…

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June 21, 2022

Review and Update your Retirement Plan Beneficiaries

If you have a retirement plan, it’s important to review and update your beneficiaries regularly. Why? Because your beneficiaries are the people…

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June 14, 2022

4 Tips For Avoiding Will Contests

It’s never a good feeling to think about children, grandchildren or a spouse arguing over provisions in a will or revocable living…

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June 7, 2022

The Importance of Organizing Information for Your Family

For many people, their death is not something that they want to talk about or think about. It’s understandable that having a…

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May 23, 2022

How to Select a Trustee or Executor

Selecting a trustee or executor for your estate plan is one of the most important decisions that you will need to make…

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May 18, 2022

Estate Planning for Social Media Accounts

It’s undeniable that we are living in a technology driven day and age. For most people, their day begins by checking their…

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