3 Estate Tax Myths Debunked

  The language of estate planning can be confusing for those just getting started with their planning. There is so much terminology, so many acronyms, and important concepts to remember. People may wonder what’s the most important? What will be the most relevant to my needs? While most people are being guided by an estate […]

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Estate Planning for Military Families

Although Memorial Day just passed, it is important to honor those that have served our country. This time is also a good opportunity for members of the military and their loved ones to consider setting up an – or revising an existing – estate plan. Military families need to consider special estate-planning issues that others […]

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Check Your Estate Planning List Twice

Dwelling on estate planning may seem like a bit of a downer.  Now is as good a time as any to take stock of your personal finances and also make sure you have done some proper estate planning. Having your affairs in order will lift a huge burden off your family that would otherwise face […]

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How to Align Insurance with Your Estate Plan

If you’re like most folks, you use a variety of insurance products to manage risk and protect you, your family, and your assets from losses caused by property damage, businesses, property, accidents, disability, retirement, and death. However, instead of considering these insurances as separate items, we suggest you make them part of an integrated, overall […]

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How to Write a Will

For many people writing a will can be a daunting task. People do not like to think about their own deaths, let alone decide what will happen to their belongings after they pass away. However, once things are broken down, writing a will does not have to be too difficult.

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Becoming a Successor Trustee

When a trustee passes away or becomes incapacitated, someone else has to take over the trust. This new trustee is called a successor trustee and needs to learn about all of his or her duties in handling the trust.

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