It’s not uncommon for people to address in their estate plan the fact that they could become physically incapacitated and unable to make critical medical decisions themselves. They do this
You may currently be facing a problem: You’re retired, or close to it, and want to enjoy life now, while also making sure there’s money left for your family later
Estate planning has its own language. While you may be familiar with common terms such as a will, a trust, or an executor, you may not be comfortable with others.
A living will could offer reassurance for both you and your family in case the unthinkable occurs. However, there are many people who overlook the importance of creating this crucial
Irrevocable trusts can help you pass on wealth to your family in a tax-advantaged way. However, there’s a catch: Once you set up an irrevocable trust, you must give up
Is your estate plan set up to give gifts to your grandchildren or other loved ones who are younger than your children? Or, maybe you want to leave assets to
Sudden long-term care (LTC) expenses can swiftly disrupt your estate plan. It’s a reality that most individuals will require some form of LTC, such as nursing home or assisted living
Estate planning isn’t just about passing wealth down to the next generation. For many, it’s also about passing down values and to encourage their children to lead responsible, productive, and
April 15th is an important day for taxes! Not only is it the deadline to file a 2023 income tax return and pay any taxes due, but it’s also the
Do you know the proper steps of estate and family business succession planning to help ensure that your family-owned business remains in the family after you’re gone? Planning ahead for
