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Articles

Should You Pay Off Your Home Equity Loan as An Estate Planning Method?

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Given the new updates in tax laws that have occurred recently, many people are looking into different strategies that could help benefit them and their loved ones in the future. One common recommendation from accounts and other financial professionals is to consider paying off your home equity loan.  Since you will no longer be able […]

Majority of Adults Expect to Update Their Financial Plans with New Laws

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As a result of a new tax law, a study has shown that six out of ten wealthy adults anticipate updating their financial plans. Now that the gifting an estate exemption is up to approximately $11 million per person, this represents double the old law and entrepreneurs may even be considering grabbing a 20% deduction […]

Is Not Avoiding Probate a Huge Mistake on Your Part?

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When assets pass to others through a will, this means that your estate goes through the probate process. Probate can be very time consuming and expensive for your loved ones and since the details vary from one state to another, it’s important to be clear about the exact procedures that may apply if your estate […]

Just How Important Is an Advanced Health Care Directive?

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All of your estate planning materials should be drafted by an experienced estate planning attorney and reviewed on a regular basis. Financial planning, estate planning and long-term care planning should always be conducted together to ensure that you’ve taken a long-range view and are able to appoint people to step in quickly to make decisions […]

Most Common Estate Planning Mistakes Related to Beneficiaries

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Far too many people make mistakes related to their beneficiaries on their bank accounts, retirement accounts or life insurance policies. These mistakes usually end up being a problem after the fact for your loved ones when they are not able to receive the assets and benefits that you intended.  There are seven common mistakes that […]

What Doctors Need to Know About Estate Planning

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Most doctors are hesitant about unnecessary paperwork in their life but because of this, they avoid taking on critical planning responsibilities as it relates to their estate. Estate planning can even seem morbid or excessively time consuming for someone with an already busy schedule. However, you should definitely start to put together your own estate […]

What Unexpected Caregivers Need to Know

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Some people may not anticipate being a caregiver in the future, but that’s something they need to check in with their parents about. Adult children are not always aware that their parents are planning to use them as a caregiver. A lack of long term care insurance and other assets that could be used to […]

Millennials and Estate Planning Must Mix

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Millennials and estate planning sounds like it might not necessarily go together but far too many millennials jump to this conclusion and their family members are left dealing with the aftermath. No matter how much money is generated over the course of a lifetime, it is not real wealth if it is not effectively transferred […]

Can a Second Trust Created by a Person Revoke the First One?

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If a person already has a trust established with the help of an experienced estate planning attorney, they may be curious about whether a second trust could revoke the terms of the first one. The simple answer to this question is generally no because the creation of a second trust does not immediately revoke a […]

Put Together the Plan Before You Need It with Estate Planning

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Have you put off an estate plan because you don’t think you need it? Far too many families wind up dealing with the impact of a loved one’s loss without any planning in place.  Many people don’t realize the value of estate planning until it’s too late. Most people set up their initial consultations with […]

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