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Blog

When Is the Best Time to Plan Your Estate?

November 10, 2021 No Comments

Most people start thinking about planning their estates when they reach retirement age. After all, the “normal” progression of life is to graduate school, get

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Estate Planning Checklist Before You Travel

November 3, 2021 No Comments

Does your estate plan (or lack thereof) come to mind every time you board a plane or embark on a long drive? When we travel,

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How to Disinherit a Family Member

October 28, 2021 No Comments

When planning your estate, you have the right to distribute your assets any way you choose. There is a myriad of reasons why a person

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Understanding Corporate Trustees

October 20, 2021 No Comments

Seven Reasons to Have a Professional Help You Build, Manage, and Protect Your Wealth With people living longer and healthcare costs continuing to rise, our

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Don’t Let Creditors Inherit from You or Your Spouse

October 13, 2021 No Comments

Although spouses receive special treatment when inheriting a retirement account such as an IRA (the ability to roll over the account into a personal retirement

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Young Adults Need Estate Planning, Too

October 6, 2021 No Comments

Most young adults think they are invincible. But the reality is that anyone can become seriously ill or be injured in an accident or a

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What Does Funding My Living Trust Mean and How Do I Do That?

September 29, 2021 No Comments

Funding your trust is the process of transferring ownership of your assets from you to your trust. To do this, you physically change the titles

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Estate Planning with Dementia on the Rise

September 22, 2021 No Comments

Dementia is a chronic or persistent syndrome caused by brain disease or injury and marked by deterioration of memory, personality changes, and impaired cognitive function.

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Understanding the Significance of Trusts

September 15, 2021 No Comments

This article addresses a topic that is important to many Americans yet is sometimes misunderstood—trusts. In the right circumstances and with proper drafting, trusts can

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How To Protect Your Retirement Accounts

August 31, 2021 No Comments

Most people are shocked to learn that after they pass, creditors can seize the retirement accounts intended for their loved ones. During your lifetime, your

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Saving for School: Planning for Your Family’s Education

July 23, 2020 No Comments

  According to the National Center for Education Statistics, in the 2018–2019 academic year, the average tuition and fees for a public four-year institution were

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Can a Non-U.S. Citizen Create an Estate Plan in the U.S.?

May 10, 2020 No Comments

The United States has experienced a surge in immigration since 1970, and there are now approximately 45 million foreign-born people living in the United States.

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