estate planning
Exit Strategies for Charitable Remainder Trusts 
Exit Strategies for Charitable Remainder Trusts
CRTs offer tax and income-planning flexibility as life changes over the years.
July 1, 2020
Tax Changes and Key Amounts for the 2020 Tax Year
Tax Changes and Key Amounts for the 2020 Tax Year
Americans are facing a long list of tax changes for the 2020 tax year...and it's never too early to start thinking about next year's return.
June 22, 2020
Top 10 Estate Planning Tips in a Time of Coronavirus
Top 10 Estate Planning Tips in a Time of Coronavirus
The COVID-19 pandemic has many people finally taking action to fill out advance health care directives, wills and powers of attorney. Here are some ti…
June 16, 2020
Pass Along Life Lessons With an Ethical Will
Pass Along Life Lessons With an Ethical Will
Create a legacy letter to communicate values, experiences and life lessons to your family.
June 9, 2020
4 Legal Documents Everyone Needs on Hand
4 Legal Documents Everyone Needs on Hand
COVID-19 has forced a lot of people to think about hard life-and-death decisions. Filling these documents out now will make sure you and your loved on…
June 5, 2020
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11 Best Things to Keep in a Safe Deposit Box
11 Best Things to Keep in a Safe Deposit Box
Certain documents and valuables, including certain things with sentimental value, should be stored securely at your bank.
June 1, 2020
12 Different Times When You Should Update Your Will
12 Different Times When You Should Update Your Will
I can’t tell you how often I meet with clients who tell me they have been meaning to update their wills for years but never got around to doing it.
May 26, 2020
High-Level Strategies to Protect Your Wealth from the Wolf at the Door
High-Level Strategies to Protect Your Wealth from the Wolf at the Door
From foreign asset protection trusts to a preferred partnership freeze and bankruptcy planning, there are several options to ensure your long-term fin…
May 25, 2020
How to Fund a Memorial Scholarship to Honor a Veteran
How to Fund a Memorial Scholarship to Honor a Veteran
With the help of a college or community foundation, you can establish a scholarship in the name of a loved one to help students in perpetuity.
May 24, 2020
A Step-by-Step Guide to Being an Executor
A Step-by-Step Guide to Being an Executor
Whether you’re planning ahead for your own heirs or have been asked to serve as executor for someone else, it pays to understand what the role require…
May 12, 2020
Wealthy Families Have a Rare Opportunity to Avoid Estate Taxes
Wealthy Families Have a Rare Opportunity to Avoid Estate Taxes
The unique financial climate ushered in by the coronavirus offers well-off investors the chance to implement a little-known estate-planning strategy c…
May 12, 2020
How to Get a Loved One to Visit an Estate Planning Attorney Before It's Too Late
How to Get a Loved One to Visit an Estate Planning Attorney Before It's Too Late
If there's a family member or a friend in your life who refuses to do their will and get their estate in order, here are some tips to finally get them…
May 11, 2020
11 Best Things to Keep in a Safe Deposit Box
11 Best Things to Keep in a Safe Deposit Box
April 30, 2020
13 Financial Moves to Make After Losing a Spouse
13 Financial Moves to Make After Losing a Spouse
Nothing upends your world like the death of a spouse, leaving you at a loss for what to do next.
April 29, 2020
How Can a Trust Help You Avoid Nursing Home Costs?
How Can a Trust Help You Avoid Nursing Home Costs?
An asset-protection trust is one strategy to consider to help preserve your family's legacy, but it must be done thoughtfully ... and early.
April 28, 2020
5 Financial Boxes You Should Check Before COVID-19 Strikes
5 Financial Boxes You Should Check Before COVID-19 Strikes
You're doing everything you can to stay healthy for your family. Now go the extra step and take care of all the loose ends left hanging from your esta…
April 23, 2020
What Are the Duties for Financial Powers of Attorney?
What Are the Duties for Financial Powers of Attorney?
Has a loved one named you their financial power of attorney?
April 22, 2020
5 Ways This Recession Hits Retirees Particularly Hard
5 Ways This Recession Hits Retirees Particularly Hard
April 15, 2020
Find the Right Rung on the Legacy Planning Ladder
Find the Right Rung on the Legacy Planning Ladder
Even simple estates need a plan, whether it be a will or possibly a trust. Putting your plan together is like climbing a ladder: Just take it one rung…
April 12, 2020
16 Retirement Mistakes You Will Regret Forever
16 Retirement Mistakes You Will Regret Forever
From saving too little to claiming Social Security too early, there are plenty of ways retirees -- and those planning for retirement -- can sabotage t…
April 10, 2020
Estate Planning Is More Important Than You Think
Estate Planning Is More Important Than You Think
Estate planning ensures financial security for your loved ones if something should happen to you by protecting your hard-earned assets – such as your …
April 6, 2020
Coronavirus Crisis Brings Estate Tax Opportunity
Coronavirus Crisis Brings Estate Tax Opportunity
A confluence of financial conditions during this challenging time means that some families with very large estates may want to consider taking steps s…
April 3, 2020
Retirees, Build a Financial Plan That’s Based on You
Retirees, Build a Financial Plan That’s Based on You
Financial life planning helps retirees identify their core values and connect them with their financial decisions and life goals.
April 2, 2020
Retirees, Pick the Perfect Financial Planner
Retirees, Pick the Perfect Financial Planner
When you’re trying to get a handle on your money, from investments and savings to figuring out retirement and preparing for your future, you might nee…
April 1, 2020
How to Get Your Estate Plan Done While Under Coronavirus Quarantine
How to Get Your Estate Plan Done While Under Coronavirus Quarantine
If you are quarantined or under a lockdown and can't get to a notary, how can you get your will, trust and other documents executed? Don't give up. Th…
March 30, 2020