Watch Our Estate Planning Masterclass

Is Estate Planning Really That Important?

Trusts Prevent Delays for Loved Ones

Over 50% of our adult population (120 million adults) neither have nor realize the significance of having an up-to-date estate plan to protect themselves and their family’s assets. Mountain Times’ recent article entitled “Do you need an estate plan?” explains that estate and gift planning is a process that can protect you and your family.…

What Estate Planning Does My Child Need at 18?

Gift and Estate Tax Exemption Limits Increase for 2024

Picture this…your child is in the hospital, but the on-call doctor won’t talk to you let alone allow you to weigh in on medical decisions. While hospitalized, your child’s bills are going unpaid because you can’t access their accounts—potentially wreaking havoc on their financial credit. Why? Because they’re over the age of 18.

How Long Is Probate?

Estate Planning for a Child with Addiction: Structuring Inheritance

Probate is a legal process wherein a court oversees the settlement of an estate after the owner passes.

What Should I Know Before Starting Social Security?

Power of Attorney and Health Care Directives

Since you began working, Social Security has recorded your reported earnings under your name and Social Security number. Social Security updates your record each time your employer (or you, if you’re self-employed) report your earnings. Your earnings determine your benefit amount.

Do You Need an Estate Plan or Will?

Will and Revocable Trust updates

Have you thought about how you’d like your family to continue after you’re gone? Having an estate plan isn’t just for the ultra-wealthy.