We often consider Estate Planning documents such as a Will, Trust, Property Power of Attorney, and health care documents to be the building blocks of an Estate Plan. While a necessary and important … [Read more...] about How Do I Title Thee…Part 1
Estate Planning – Something You Shouldn’t Do Yourself
It’s tempting to think that by taking the time to hand-write your Will or preparing a do-it-yourself plan, you can avoid many of the issues that arise with a Will. In fact, the opposite may be true. … [Read more...] about Estate Planning – Something You Shouldn’t Do Yourself
Application of the Updated Life Expectancy Tables
Since the creation of Individual Retirement Accounts in 1971, they have become an increasingly important part of a well-balanced Estate Plan. Taxpayers contribute to the IRA. Upon attaining a certain … [Read more...] about Application of the Updated Life Expectancy Tables
Start 2022 the Right Way
The New Year gives us an opportunity to start fresh. If you don’t yet have an estate plan, now’s a great time to make an appointment with an Estate Planning attorney to talk about your goals and … [Read more...] about Start 2022 the Right Way
The Importance of Insuring Real Estate
Transferring real estate to a trust has become a widely used tool in estate planning. Unfortunately, it’s easy to overlook important aspects of the transfer that lead to unintended … [Read more...] about The Importance of Insuring Real Estate
Tax Proposals Could Alter Estate Planning Landscape
Senators Sanders and Whitehouse have introduced legislation in the Senate which would significantly alter the Estate Planning landscape. It would dramatically change the tools we use to plan for our … [Read more...] about Tax Proposals Could Alter Estate Planning Landscape
Tax Planning for 2021
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2021 is just starting, it’s not too early to think about planning for whatever it may … [Read more...] about Tax Planning for 2021
Updating Your Plan: Beneficiary Designations
As we enter the new year, it’s a good time to think about updating your plan. This includes your entire plan, including beneficiary designations. Beneficiary designations may control a large part of … [Read more...] about Updating Your Plan: Beneficiary Designations
Estate Planning for Millennials
Why it's never too early to plan... The Millennial Generation accounts for those born from the year 1981 to 1996. This means that Millennials are now nearing the age of 40. For some, an estate … [Read more...] about Estate Planning for Millennials
Updating Your Plan: Your Trust or Will
As we enter the new year year, it’s a good time to think about updating your plan. This includes your entire plan, including your primary vehicle, such as a trust or will. Read on to learn more. … [Read more...] about Updating Your Plan: Your Trust or Will