Estate Planning
What Is the Main Purpose of a Trust?
Before you decide to put your home in an irrevocable trust, it is important to have a basic understanding of what you are doing and why.
May 28, 2021
What Does Tax Proposal Mean for Estate Planning?
Wealthy families could face combined tax rates of as much as 61% on inherited wealth under President Joe Biden’s tax plan, according to a recent analysis.
May 25, 2021
Estate Planning
Can You believe Aging Parents Grow Stubborn and They Know It?
Aging parents grow stubborn, and researchers are uncovering the reasons why.
February 16, 2021
Estate Planning
Will I Live Longer, if I Babysit the Grandchildren?
Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.
August 10, 2020
Estate Planning
Here’s Why You Need an Estate Plan
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
April 11, 2020
