Why You Need a Trust – Even if You Aren’t Rich
When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund - or trust - is actually a great estate [...]
With Tax Laws in Flux: What Should You Do Now?
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, [...]
House Democrats Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Planning—Part 1
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, [...]
A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures Leave His Son With Next to Nothing—Part 2
As the host of the wildly popular The Joy of Painting TV series on PBS, Bob Ross became a pop-culture icon, who was equally famous for his giant head of [...]
A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures Leave His Son With Next to Nothing—Part 1
As the host of the wildly popular The Joy of Painting TV series on PBS, Bob Ross became a pop-culture icon, who was equally famous for his giant head of [...]
Estate Planning Must-Haves For Single Parents
If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being pulled between work, school activities, and home - and the [...]
3 Ways To Benefit By Incorporating Charitable Giving Into Your Estate Plan
You are likely well aware of the tax benefits that come from donating to charity during your lifetime—donations to charity are tax-deductible. But you may be surprised to learn about [...]
Estate Planning 101: Wills vs. Trusts
Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While both documents are legal vehicles designed to [...]
5 Questions To Ask Before Hiring An Estate Planning Lawyer
Since discussing topics like death, incapacity, and other frightening life events can be so difficult, hiring an estate planning lawyer may feel intimidating or morbid. But it definitely doesn’t have [...]
Self-Care: Putting in the Work Now to Take Care of Future You (and Those Who Depend on You)
Getting Your Financial House in Order as an Act of Self-Care I've had a number of conversations with clients and others about why we defer estate planning, even though we [...]