July 20, 2023 Asset Protection: How To Shield Your Wealth From Lawsuits And Creditors It's important to protect wealth against frivolous lawsuits or creditors’ claims. Here are a few asset protection strategies. Read More
July 10, 2023 Put Restrictions On Your Large Charitable Gifts For Added Peace Of Mind Put restrictions on your gifts to ensure that your donations are used to fulfill your intended charitable purposes. Read More
June 29, 2023 You’ve Been Asked To Serve As Executor, Now What? A loved one or close friend may ask you to be the executor of his or her estate. Before you … Read More
June 28, 2023 Should You Consider A SLAT Trust? A spousal lifetime access trust offers the ability to capitalize on the current federal gift and estate tax exemption while … Read More
June 23, 2023 Married and Not Earning Compensation? Consider a Spousal IRA If you’re married and don’t earn compensation, you may be eligible for a spousal IRA. Here are the rules for … Read More
June 3, 2023 Ease The Burden Of Being A Member Of The Sandwich Generation With These Action Steps Are you being pulled between the pressing needs of your elderly parents and your own children? Welcome to the “sandwich … Read More
June 1, 2023 What To Consider When Choosing A Guardian? Choosing your child’s guardian can be difficult. These steps can help. Read More
May 19, 2023 If You’re Married, Coordinate Your Estate Plans Have you coordinated your estate plan with your spouse’s? Let us know how we can help. Consultations are free. Read More
May 16, 2023 Protected: You’ve Received A Sizable Inheritance: Now What? There is no excerpt because this is a protected post. Read More
May 4, 2023 Don’t Overlook These Two Estate Planning Strategies Does your estate plan take advantage of two of the most popular planning strategies available? Read More
May 4, 2023 Addressing Guns in an Estate Plan Requires Special Knowledge If you own a gun or a gun collection and plan to include it in your estate plan, bear in … Read More
April 24, 2023 Avoiding Challenges To Your Estate Plan Take these action steps now to minimize the chance of a will contest and increase the chance of family harmony … Read More
