Estate Planning · January 23, 2023
Putting your family at risk because you didn't read the fine print. If something happens to you, you take out life insurance to provide for your family. However, many people make mistakes when they designate their beneficiaries. Use this 4-step guide to avoid common mistakes and ensure your designated beneficiary receives the intended financial benefits. Learn more...
Estate Planning · January 16, 2023
You need a plan for your assets, like retirement or passing your wealth to loved ones. But where do you start? With a revocable living Trust or an irrevocable Trust? Both have positives and negatives that can affect your financial future. Understanding the benefits and disadvantages of each type of trust is essential before deciding which suits you. Use this guide to help you determine if a revocable living trust or an irrevocable trust is suitable for your family. Read more...
Estate Planning · January 09, 2023
One of the hardest things in life is to be able to plan for any situation. Our lives are mostly in order, but there is always that possibility that we might not have time to arrange things and decide once we are gone. Find out what the law says about the importance of a living will and how it can help you leave your estate to your loved ones after you die and keep them from dealing with legal issues. Read more...
Estate Planning · January 02, 2023
Your family and loved ones are much more important than your money, yet you want to avoid leaving them in debt. If you have purchased assets (such as a home) using borrowed funds, the debt will continue to exist even after your death. Creditors and debt collectors may attempt to collect from you before they know your circumstances. To see how preparing for the future may prepare you for a smoother transition and more peace of mind, continue reading...
Estate Planning · December 26, 2022
Wills are essential to estate planning, but how can you determine whether it makes sense to draft one online? The answer is dependent on numerous factors. In general, if you want a will that's legally legitimate in your state and free of errors, you should consult an attorney. However, online wills may be viable if you don't mind certain constraints or potential complications down the road. To assist you in making this decision, read more here...
Estate Planning · December 19, 2022
It can be difficult for anyone to decide where to lay their loved ones to rest. There’s a lot to consider between cost, location, and style of interment – so much that you might end up putting off the decision. This is a big decision that shouldn’t need putting off. So how do you combat the fear? Well, one option you could try is having a green funeral. In this article, we’ll discuss what it means and explore six different options for environmentally friendly services. Learn more here..
Estate Planning · July 29, 2022
You might think only the wealthy need to worry about asset protection planning. But the truth is that if you don't have millions, you may be at even greater risk. For instance, if you're a multi-millionaire, a $50,000 judgment against you might not be that big of a deal. But it could be devastating for a family with a modest income, savings, and home. Before it's too late, learn the strategies you may use to safeguard your assets.
Estate Planning · June 24, 2022
Smaller items, like family heirlooms and keepsakes, which may not have a high dollar value, frequently have the most sentimental value for our family members. But for some reason, these personal possessions are often not specifically accounted for in wills, trusts, and other estate planning documents. To ensure your heirlooms and keepsakes don’t create unnecessary conflicts among your heirs, ensure that your estate plan includes all of your assets, especially your family heirlooms and keepsakes.
Business · March 22, 2022
In light of the pandemic, the rules and programs governing income taxes for businesses have changed multiple times over the last two years, which has caused confusion and headaches for more than a few business owners. And while many of the pandemic-inspired programs and tax breaks have already ended or will end soon, a few of these programs still stand to impact your taxes in 2021.
Estate Planning · November 05, 2021
A comprehensive estate plan can protect what matters most to you. This means everything you own and everyone you love - your children. Take a few minutes to consider right now: if both you and your child's other parent were to become incapacitated or die right now, who would step forward to care for your child? Many parents struggle with including such provisions as naming a legal guardian for their children in their plan. If you're ready to take that step, start by sitting down with us.