End-of-Life Planning Documents
March 15, 2023
End-of-life planning documents are crucial tools that allow individuals to make informed decisions about their medical care and end-of-life wishes. These documents are designed to
Category: Estate Tax
Estate Accounts-What You Need to Know
March 10, 2023
Estate accounts are financial documents that provide detailed information about the assets, liabilities, and transactions of a deceased person’s estate. They are an essential part
Estate Planning Checklist – Items to Consider
February 17, 2023
Review insurance policies (life, health, disability, etc.) to ensure coverage and beneficiaries are up to date. Consider creating a will to ensure assets are distributed
Estate Planning for Divorced Parents Protecting Your Children’s Future
February 3, 2023
Divorce can be a difficult and emotional experience, especially when children are involved. However, it is important for divorced parents to consider their children’s future
Estate Planning for New Parents
December 9, 2022
Checklist of Estate Planning for New Parents Write a will: Specify who will be the guardian of your children if you and your spouse pass
Conservatorship vs. Guardianship: What’s the Difference?
March 15, 2022
Conservatorship and guardianship are two legal terms that refer to the legal relationship between a guardian and/or conservator and the person who is under their
Out-of-State Assets and Your Estate Plan
December 10, 2021
Do you own property in another state or in another country? Is it included in your Will or Trust so it would go to those
The Tax Implications of Creating a Trust
November 24, 2021
Taxes. You can’t turn around without being taxed for something. We’re always looking for ways to avoid paying them. Having a Trust, a key component
Tax Implications of Estate Planning
October 15, 2021
The last thing most people think of (or maybe not at all) when creating or updating their estate plan is how federal or state taxes
