Blog
Ring in 2023 with a Resolution That Benefits You and Your Loved Ones
Celebrate the New Year with a commitment to advance your estate planning. Whether you have an estate plan in place or you’re…
Considerations to Keep in Mind When Choosing the Executor of Your Estate
As you are putting together an estate plan, there are several questions that you will want to ask yourself throughout the process….
2023 Estate and Gift Tax Exemptions Set to Increase: What Does This Mean for You?
Tax planning and wealth transfer go hand in hand. Due to a significant increase in the tax exemption amount set for 2023,…
A Few Pros and Cons between Revocable and Irrevocable Trusts
The two basic types of trusts are the revocable trust and the irrevocable trust. A trust is an effective estate planning tool….
I’m Healthy, Should I Consider Long Term Care Planning?
The cost of long term care is one of the biggest expenses incurred by elderly and disabled individuals. People that are young…
I’m Ready to Start the Estate Planning but My Spouse is Not
Whether you are young newlyweds just starting out or a seasoned couple celebrating 25 years together, no one wants to think about…
The Life Estate Deed: Is It for You?
You may not know exactly what probate is, but chances are you’re aware it’s something to avoid if possible. If you’re researching…
Estate Planning: Free Consultation vs. Fee-Based Consultation
Some estate planning attorneys offer a free initial consultation. Others do not. What’s the difference and which scenario works better for you?…
Charitable Giving: Testamentary Gifts
There are many people who are in a position in their life where they have the wealth that they can give money…
Important Things Your Agent Under a Health Care Proxy Needs to Know
Your health care proxy serves an incredibly important role in your overall estate plan. Who would you want speaking for you in…