September 18, 2018

Life Insurance: Is It Right for You?

For those beginning to plan for retirement, life insurance often seems like an attractive option. Before you fill out the application and begin paying premiums for […]
September 13, 2018

Estate Planning When You Have No Heirs

If you believe that you have no close relatives, you may wonder why and how to do estate planning. First, just about everybody has heirs, but […]
September 11, 2018

What Does the New Tax Law Mean by “Estate Tax Portability”?

If you have been following the news surrounding the new tax law, you may have heard the term “estate tax portability”. In short, estate tax portability […]
September 6, 2018

Starting a Family? Start an Estate Plan

If you are starting a family by getting married or having children, now is a great time to start an estate plan. Estate planning can protect […]
August 30, 2018

How Will the Gift Tax Impact Your Estate Plan?

The federal gift tax affects your estate plan because the amount of your lifetime gifts reduces your estate tax exemption. Your lifetime giving and your estate […]
August 28, 2018

Property Deeds, Property Ownership, and Estate Planning

During your lifetime, the minutia of property deeds and changing property ownership can seem like insignificant details as long as you get to use the property. […]
August 23, 2018

Choosing the Right Trustee for Your Trust

Choosing the right trustee for your trust takes careful consideration. The trustee will manage any assets you place in trust and will hold a position of […]
August 21, 2018

Is Your Safe Deposit Box Too Safe?

A safe deposit box is a great place to keep your valuables secure during your lifetime. Not everyone considers what will happen to the box’s contents […]