Sep 17, 2020 | Estate Planning, Uncategorized
Health Care Power of Attorney: An Essential Element of Any Estate Plan September 17, 2020 What happens if illness, injury or age-related dementia renders you unable to make decisions or communicate your wishes regarding your health care or financial...
Sep 10, 2020 | Estate Planning, Uncategorized
Lifetime Gifts: A Smart Estate Planning Strategy September 11, 2020 With the federal gift and estate tax exemption now at a record high $11.58 million for 2020, most estates aren’t taxable. But that doesn’t mean making lifetime gifts isn’t without...
Aug 27, 2020 | Estate Planning, Uncategorized
The Importance of an Original Will September 1, 2020 In a world that’s increasingly paperless, you’re likely becoming accustomed to conducting a variety of transactions digitally. But when it comes to your last will and testament, only an original,...
Aug 19, 2020 | Estate Planning, Uncategorized
5 Reasons to Turn Down an Inheritance August 20, 2020 You may use a qualified disclaimer to refuse a bequest from a loved one. Doing so will cause an asset to bypass your estate and go to the next beneficiary in line. What are the reasons you’d take this...
Aug 6, 2020 | Estate Planning, Uncategorized
Estate Planning for College Bound Students August 13, 2020 It’s August, and that means it’s time to get ready to go back to school for many students. If your child recently graduated from high school and is heading to college in the next few weeks,...
Jul 30, 2020 | Estate Planning, Uncategorized
Fortify Your Assets Against Creditors With a Trust August 3, 2020 You may think of trusts as estate planning tools — vehicles for reducing taxes after your death. While trusts can certainly fill that role, they’re also useful for protecting assets, both...
