September 20, 2018
When planning for retirement using IRAs or other savings tools, keep in mind the goals of your estate plan. Your beneficiary designation for your IRA could […]
September 18, 2018
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
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
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
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 […]
September 4, 2018
Whether you benefited from a charity’s services in the past or you just want to pay it forward, you can incorporate charitable giving into your estate […]
August 30, 2018
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
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 takes careful consideration. The trustee will manage any assets you place in trust and will hold a position of […]