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5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 1
Do a Google search for “digital wills” or “online estate planning,” and you’ll find dozens of different websites offering low-cost,...


Preventing Family Conflict And Disputes Over Your Estate Plan
No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll behave when you die or if you...


One of The Greatest Gifts To Your Family Is The Plan For Incapacity
When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their stuff...


Why Putting Your Family Home In A Trust Is A Smart Move—Part 2
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan...


How to Pass Down Your Family Wealth Legacy During The Holidays
As you likely already know, but may not have given much thought about, the most important inheritance you provide is so much more than...


Why Putting Your Family Home In A Trust Is A Smart Move—Part 1
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan...


The Basics On NFTs: The Newest Cryptoverse Craze
NFTs, or “non-fungible tokens,” are the latest sensation in the cryptocurrency universe, or as we like to call it the “Cryptoverse.” And...


FAQs About Long-Term Care Insurance
Our nation’s population is aging at a faster rate than ever before, and collectively we are living much longer than in the past. In fact,...


10 Things You Should Know About Living Wills
When it comes to estate planning, you’ve most likely heard people mention a couple of different types of wills. The most common is a...


Think You Are Too Young to Need An Estate Plan? Think Again
The pandemic has caused Americans to change their behavior in a number of different ways, and one of the most positive of these changes...


Estate Planning Must Haves for Parents – Even If You Have Legal Documents
A comprehensive estate plan can protect the things that matter most. For many, this means their property and their family. Including...


2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?
Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly...


How Estate Planning Can Bring Blended Families Closer
Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the product of 2nd (or more) marriages, in...


Why You Need a Trust – Even if You Aren’t Rich
When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund - or trust - is...


With Tax Laws in Flux: What Should You Do Now?
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide...


House Democrats Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Planning—Part 1
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide...


A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures Leave His Son With Next to Nothing—Part 2
As the host of the wildly popular The Joy of Painting TV series on PBS, Bob Ross became a pop-culture icon, who was equally famous for...


A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures Leave His Son With Next to Nothing—Part 1
As the host of the wildly popular The Joy of Painting TV series on PBS, Bob Ross became a pop-culture icon, who was equally famous for...


Estate Planning Must-Haves For Single Parents
If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being pulled between work, school...


Incorporating Charitable Giving Into Your Estate Plan
You are likely well aware of the tax benefits that come from donating to charity during your lifetime—donations to charity are...
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