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What Can Go Wrong with a Digital Power of Attorney Download?

Yes, you can find power of attorney documents and templates online, but it is rarely in your best interest to use these in your business. The very intent of a power of attorney is to let the person of your choosing be able to act in the event of an emergency; unfortunately, digital documents don’t […]

Leaving an IRA to a Special Needs Trust Is No Longer Such a Bad Idea

The SECURE Act, passed at the end of 2019, changed a number of rules regarding inherited IRAs, making it more difficult for most beneficiaries to save on taxes by “stretching” distributions over many years. However, an exception to the new rules potentially changes advice that special needs planners often give clients. For many reasons, it’s usually […]

What Can Happen without Proper Estate Documents?

If your loved ones are left to figure out the mess of your estate after you’re no longer around to help provide context, that’s not a gift. In fact, it can cause added stress and grief during an already difficult time in their lives. But that’s not the only reason that your estate can cause […]

Will an Estate Tax Exemption Change Impact You?

Most people today are not impacted by the estate tax exemption amounts. That’s because the amounts are so high that all but those with a high net worth don’t have to worry about that at a federal level. But the current high federal levels might not last forever. There are proposals on the table that […]

Have Your Heirs Changed? Time to Update Those Beneficiary Designations

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It’s well worth it to look at your financial accounts if it’s been years since you have done so. Up to date beneficiary designations are extremely important because even though you hope nothing happens to you, you want the beneficiaries of your choosing to receive those assets in the event of an accident are unexpected […]

How to Include Amendment Language in Your Living Trust

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By its very nature, the structure of a living trust is revocable, meaning that you can make changes to it or terminate the trust entirely during your lifetime with no consequences. It is important that you go the extra mile to include instructions in the trust document itself about how the trust can be amended. […]

Is Now a Good Time to Sell Your Business?

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There’s a lot that goes into deciding it’s time for your next chapter when you own a business. You want to know what’s going to happen to it and the key people involved in that transition. This is documented in a business succession plan. There’s a lot that goes into deciding it’s time for your […]

Be Careful Not to Name Minors as Your Beneficiaries

Most people want to pass their assets to their children or grandchildren, but naming a minor as a beneficiary can have unintended consequences. It is important to make a plan that doesn’t involve leaving assets directly to a minor.   There are two main problems with naming a minor as the beneficiary of your estate […]

Putting Together an Estate Plan for Beneficiaries Who Suffer from Addictions

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The addiction epidemic has touched many families throughout the country and it is certainly worth considering if you have loved ones that you wish to leave assets behind to but are concerned about the risks. Unfortunately, many families today have to deal with the pain and challenges of a loved one suffering from addiction, whether […]

New Study Shows What Is Most Likely to Impact a Positive Retirement

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A new study has found that contributing to society and having a purpose are key to enjoying life in retirement. This study completed by Age Wave and Edwin Jones shows that the pandemic has influenced the funding and timing of many people’s retirement, often shifting plans they might have had in place for decades. The […]

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