August 15, 2023 To Avoid Confusion After Your Death, Have Only An Original, Signed Will To avoid confusion, pain and possible court proceedings among your surviving family members after your death, maintain only one, original … Read More
August 8, 2023 Protected: The Time To Make Health Care Decisions Is When You’re Healthy There is no excerpt because this is a protected post. Read More
July 27, 2023 Protected: How To Address Your Frequent Flyer Miles In Your Estate Plan There is no excerpt because this is a protected post. Read More
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 11, 2023 Solo Business Owner? There’s A 401(k) For That Self-employed people: Your business (that is, you) can sponsor a retirement plan just like any other employer with a solo … 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 20, 2023 If Your Family Owns a Vacation Home, Address It Carefully In Your Estate Plan Do you know the optimal way to address your vacation home in your estate plan? Read More
June 9, 2023 Benefits Of A Living Trust For Your Estate You’ve probably heard that you should avoid probate in estate planning. But what does that mean and how is it … 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
