estate plan

12 Months of Estate Planning: A Plan to Get Your Estate Plan Set up in 2020

12 Months of Estate Planning: A Plan to Get Your Estate Plan Set up in 2020

Estate planning can be one of the most important things you do for your family’s future, but it can also be overwhelming. Between heavy subjects you don’t want to think about, the need to do a lot of paperwork, and everything else going on in your life, it can be too easy to keep putting…

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Maximizing Tax Umbrellas for Estates

You have made it your life’s work to leave your family with substantial assets to provide for them after you are gone. Legacy is extremely difficult to build, but the estate tax law in the United States does not seem to take this into consideration. Estate tax can rip as much as 40% of your…

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It has Been Awhile: The Top Signs It Is Time to Update Your Estate Plan

Are you thinking about updating your will? Have you had some big lifestyle changes that may affect your future finances? Have you always had a will but not kept up on updating it as your life has changed? If you have answered yes to one or all of these, it may be time to change…

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Planning Pitfalls: The Most Common Estate Planning Mistakes

Most people do not like to think about their eventual demise, and they certainly don’t like asking uneasy questions about estate planning. In fact, 6 in 10 adults in the United States do not have a will or living trust. And that is a problem, considering how many people want their assets to pass on to their…

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Five Signs it is Time to Update Your Estate Plan

It is estimated that 58 percent of the baby boomer generation (those between the ages of 53 and 71) have an estate plan in place. However, once created, many people do not realize that updates may be needed from time to time. As a person ages and their situation changes, it may also be necessary to…

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Three Reasons Why Millennials Need an Estate Plan

If you are younger than 45 or 50, you may not think you need to worry about estate planning. That is something you do when you start thinking about retirement, right? Those of us who are young and healthy have our whole lives ahead of us and plenty of time to worry about things like…

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How Planning for Being Incapacitated Will Strengthen Your Whole Family & Estate Plan

When you think about it, planning your estate is not about dying. It’s about managing and protecting your assets, and who gets to control them, while you are living. If you become incapacitated, having an incapacity plan in with your overall estate plan ensures that your best interests are clear. It also ensures your family is…

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What Guardianship Forms Do I Need To Protect My Children?

What Guardianship Forms Do I Need To Protect My Children?

Anyone with a child should have an estate plan.  A fundamental part of your estate planning is setting up the appropriate guardianship forms should something happen to you. Unfortunately, many people do not have an estate plan or guardianship plans because they either have not thought about it or they are unsure how to start….

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Celebrate Your Military Family By Improving Your Military Will

Celebrate Your Military Family, Improve Your Military Will

There’s an old military adage that says, “No good plan survives engagement.”  While this quote’s timelessness must lend credit to its applicability in battle, it transcends its martial roots and applies equally as well to law.  Especially Estate Law.  Take for instance the idea of a Last Will and Testament.  A Will is probably the…

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Estate Planning: A Key Baby Boomer Family Value!

Estate Planning: A Key Baby Boomer Family Value!

If you were born between 1946 and 1955, you are considered to be a “Baby Boomer.” If you are a Baby Boomer do not already have an estate plan established, you need one for your own sake and for your family’s. So, what is an estate plan and why is it important? In this article,…

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