Our new Constitution is now established, everything seems to promise it will be durable; but, in this world, nothing is certain except death and taxes – Benjamin Franklin, 1789 This quote from more than 200 years ago still rings true – nobody can avoid death or taxes, no matter how hard we try. But we …
Death and Taxes: Planning for Both Can Save You (and your family) a Lot! Read More »
A recent survey by Caring.com shows that nearly 67% of Americans do not have an estate plan. Procrastination was listed as the number one reason Americans don’t have a will, with 40% saying they haven’t gotten around to it. Of those who don’t have a will, 33% cited they don’t have enough assets to leave …
Don’t become an Estate Planning Horror Story! Create your plan now. Read More »
What if we told you that you could protect your children’s inheritance from claims made by his or her spouse, against creditors who may sue your child over negligent acts (like drinking and driving, texting and driving, or bad business decisions) and you could ensure that what you pass on to them could then pass …
Family Asset Protection Trusts – A Gift For Generations Read More »
Studies show that nearly 62% of Americans don’t have an estate plan. When we ask people if there is a specific reason they haven’t planned, we generally get one or two of the same reasons. For most people, their reasons are based on a misconception about estate planning and what actually happens to your assets …
One of the most important aspects of your estate plan is your fiduciaries. Fiduciaries are the people you appoint to act on your behalf. Your estate plan may include some or all of the following: Personal Representative (also known as an executor),guardian for your minor children, healthcare agent, financial power of attorney, or trustee. Each …
One of the most important aspects of your estate plan is your fiduciaries. Fiduciaries are the people you appoint to act on your behalf. Your estate plan may include some or all of the following: Personal Representative (also known as an executor), guardian for your minor children, healthcare agent, financial power of attorney, or trustee. …
