Is Your Estate Plan Probate-Proof?

Why Proactive Estate Planning with Your Attorney Is the Smartest Way to Avoid Probate Here’s an important question to consider: When was the last time you had an estate planning attorney perform a full review of your long term plans for your financial affairs, your family, and your legacy? For that matter, have you ever sought out such a review? Have you taken the necessary steps to keep your estate out of probate Read More

Visual Explanation of Wills vs Trusts

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Wills vs. Trusts, Estate Planning.

Wills vs. Trusts:  In Plain English Everyone has heard of wills and trusts. Most articles written on these topics, however, often presume that everyone knows the basics of these important documents. But, in reality, many of us don’t – and with good reason – as they’re rooted in complicated, centuries-old law. Let’s face it, if you’re not an estate planning attorney, these concepts tend to remain merely that – Read More

TALK TO YOUR FAMILY OVER THE HOLIDAYS ABOUT YOUR ESTATE PLAN

Many of us labor a lifetime to build up our assets and fight for causes that matter to us. Few things are more fulfilling than the thought of sharing wealth and legacy with our family. Of course, it’s impossible to plan for every eventuality, but careful planning can mitigate against the two primary risks. a) Your intentions regarding your estate weren’t made clear, resulting in the potential for costly, Read More

HOW AND WHY LIFE INSURANCE STILL MATTERS IN TRUST & ESTATE PLANNING

A frequently overlooked aspect of a client’s life insurance is proper alignment with estate planning goals. Between the typical set-it-and-forget-it mentality and a simple beneficiary approach many people take, a neglected life insurance policy often fails to achieve the goals that initially led to the purchase of the policy. But, you can help. You, as the trusted financial advisor, and us, as the estate planning Read More

WHY ESTATE PLANNING IS STILL IMPORTANT

With the federal gift and estate tax exemption currently at $5.25 million per person ($10.5 million for married couples), some clients and potential clients with “smaller” estates may wonder if they need any estate planning. But there are many reasons to do estate planning other than to avoid estate taxes. In fact, for most Americans, the recent tax legislation has brought incredible freedom. Instead of jumping Read More

9 FINANCIAL RESOLUTIONS FOR A HAPPY NEW YEAR!

As 2016 draws to a close and 2017 approaches, it’s an excellent time to begin making plans for growth in the upcoming year.According to a study conducted by Fidelity Investments, 37 percent of Americans considered making at least one finance-based New Year’s resolution for 2016, up from 31 percent in the previous year. Those numbers are likely to increase again this year, especially since we won’t have a Presidential Read More