If you have worked hard all your life to accumulate and grow your asset portfolio you undoubtedly wa...
How to Protect Your Business in Your Estate Plan
For many people, the “American Dream” includes owning a business. If you own a small business, y...
Estate Tax Updates and Changes for 2023
Tax planning should be part of any comprehensive estate plan. To ensure that you minimize your estat...
Estate Planning for Grandparents
If you are a grandparent, you would undoubtedly agree that the time you spend with your grandchildre...
Who Are the Fiduciaries in My Estate Plan?
The average estate plan will have several fiduciary roles within the plan. As the creator of your ow...
6 Uses for a Trust in Your Estate Plan
Although a Last Will and Testament often serves as the foundation of an estate plan, trusts are a co...
What You Need to Know about the Power in a Power of Attorney
Before you execute a Power of Attorney – or try to use one in which you are named as an Agent – ...
Divorce and Your Estate Plan – What You Need to Know
Going through a divorce can be a traumatic and lengthy process. By the time you are done you likely ...
Should I Purchase Long-Term Care Insurance?
Planning for the high cost of long-term care is something everyone should think about when creating ...
Updating Your Estate Plan — A New Year’s Resolution You Can Keep
A new year is upon us once again. This year, why not make a New Year’s resolution that protects yo...