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Easy Mistakes to Avoid When Passing Assets to Your Child
Setting up a trust fund for your children can ensure that the money you are leaving behind for them is taken care of for them, in the way that you want. But your efforts in completing this important,...
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Ready to Write Your Will? Consider This Before You Go it Alone or Online
A last will and testament is the most commonly thought of document when it comes to an estate plan. But, really, it’s a very small part of an integrated plan that ensures your family stays out of Court...
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What You Should Know About Guardianship – In Case a Parent or Loved One...
Whether through illness, injury, or other means, anyone can require a guardian to become appointed if they become mentally incapacitated. In such cases, if there is no estate planning in place (or...
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Are You Clear About How Your Parents Estate Plan Will Impact You?
Do your parents have an estate plan? Is it up to date? No matter how rich or poor you or your parents are, especially in the wake of the COVID-19 pandemic, you need to be asking these and several other...
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The Most Important Legal and Financial Actions to Take Right Now
As you already know, the COVID-19 pandemic means nothing is business as usual. Many states have implemented a “shelter-in-place” order to limit the spread of the disease; however, if you are not in a...
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How to Talk To Your Parents and Get Them To Stay Home
There’s no doubt that your parents have survived frightening world events, whether that was World War II, the war in Vietnam, nuclear threat, illness, poverty, civil unrest, or all of the above....
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Worry Free Closings: Before Getting To The Closing Table Know These 8 Costs...
You’ve decided to sell your home. Maybe you want to take advantage of the rapidly appreciating home values, maybe you’re starting or expanding your family and your current home just doesn’t have...
View ArticleWhat is the Federal Gift Tax and Estate Tax Exclusion and How Can it Help...
The amount of money you can give to loved ones during your life and leave to your loved ones at your death has increased for 2023! Gifting money during your life can be a great tax avoidance...
View ArticleHave a Trust? How the Corporate Transparency Act Affects You
Get ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate Transparency Act, set to kick in next year. If you aren’t, it’s time...
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Your Essential End of Year Estate Planning Checklist
As we approach the end of the year, it’s not only the holiday season that demands our attention but also a critical time to ensure that your estate plan is in order. It is important to be proactive in...
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