Wills and Estate Planning

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estate plan

Wills and Estate Planning: 6 Reasons Why your Will is Critical to Your Estate Plan

December 16, 2019

One of the most important tasks you undertake is to create an estate plan to ensure you’re taken care of for the rest of your life and then distribute your assets and provide for your loved ones after you die. A primary component of an estate plan is a will. It is crucial to outline […]

Estate Planning

How To Plug the Estate Tax and Estate Liquidity Leaks in Your Will & Estate Plan

December 3, 2019

Everyone needs a will… even if all your assets are owned by a living trust or held in joint title. It is unlikely that even if you have a living trust or other arrangement, all your assets will be covered by it. Any other assets will be covered by your will or disposed of according […]

Electronic Wills Are Coming

November 20, 2019

Very slowly but surely, estate planning law is catching up to modern technology. The latest development paves the way for electronic wills in most states. An electronic will, or e-will, is one that recognizes the traditional formalities of a will when they’re in an electronic format. An e-will can be written in an electronic medium, […]

Ethical Wills – How to Transfer Your Values to Future Generations

November 20, 2019

You have more than money and property to leave your loved ones. More and more people are interested in leaving something more meaningful and intangible as part of their legacies. They want to add a more personal element to their estate plans. When asked, many people say values are what they’d really like to pass […]

Electronic Wills Are Coming

November 15, 2019

Very slowly but surely, estate planning law is catching up to modern technology. The latest development paves the way for electronic wills in most states. An electronic will, or e-will, is one that recognizes the traditional formalities of a will when they’re in an electronic format. An e-will can be written in an electronic medium, […]

Ethical Wills – How to Transfer Your Values to Future Generations

November 15, 2019

You have more than money and property to leave your loved ones. More and more people are interested in leaving something more meaningful and intangible as part of their legacies. They want to add a more personal element to their estate plans. When asked, many people say values are what they’d really like to pass […]

7 Things About Wills You Must Know

September 24, 2019

Everyone has heard of wills, but many people don’t know some key facts about them. A will is essential to every estate plan and is a very powerful document. Many people are surprised to learn what they can do in a will, but they also are surprised what a will can’t do. First, there are […]

estate planning

Will and Estate Planning Checklist Helps to Protect Heirs

April 8, 2019

Are you taking advantage of all the tools available to get your property to the next generation or other beneficiaries at a minimum cost in expenses in taxes? You are if you have taken or considered each of these factors. Do you have an up-to-date will? If you have minor children, does the will name […]

November 2020:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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