April 18, 2023 Protected: Have You Planned For Long-Term Care Expenses? There is no excerpt because this is a protected post. Read More
April 6, 2023 Breathe New Life Into A Trust By Decanting It Decanting can make your wine taste better and provide your trust greater flexibility. Read More
March 30, 2023 An Estate Planning “Road Map” Can Act As A Catchall For Your Final Thoughts Do your loved ones a favor by creating a “road map” to your estate plan. Contact us if you’d like … Read More
March 30, 2023 Should You Move Your Trust To Another State? The variables are many when determining whether you can move your trust to another state. Read More
March 22, 2023 Plan Carefully To Avoid GST Tax Surprises Did you know that there are three types of asset transfers that can trigger generation-skipping transfer (GST) tax? Read More
March 16, 2023 Enacting A Spendthrift Trust Can Be Beneficial To Your Loved Ones Despite its name, the purpose of a spendthrift trust isn’t just to protect profligate heirs from themselves. Read More
March 2, 2023 Have You Reviewed Your Life Insurance Needs? Making sure you have the right amount of life insurance coverage can help ensure your family’s well-being after you’re gone. Read More
February 23, 2023 To File Or Not To File A Gift Tax Return Knowing when a gift tax return must be filed can keep you on the right side of the IRS. Read More
February 23, 2023 Provide Your Heirs The Option Of Creating An Inheritor’s Trust An inheritor’s trust gives your loved ones an option to keep their inheritance out of their taxable estates. Read More
February 15, 2023 Reading The Tea Leaves: Potential Tax Legislation With Republicans now in control of the U.S. House of Representatives, what’s the fate of prospective tax legislation in 2023? Read More
February 15, 2023 Joint Ownership Isn’t Right For All Estate Plans Joint ownership with your spouse, such as with a home, can help to avoid probate. But drawbacks may exist. Read More
February 6, 2023 Is Your Revocable Trust Fully Funded? Want to avoid probate? Ensure your revocable trust is fully funded. Read More
