A Fresh Look at Distributing Inherited Assets
In theory, parents can get as specific as they want, deciding which children and grandchildren should get the fancy lamp […]
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Growing and Protecting Your Legacy
Final Wishes: Alternatives to Burial
History and anthropology tell us that cultures past and present deal with their departed in interesting ways, such as the […]
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Wills 101
A will outlines the distribution of your assets following your death, similarly to a trust. If you have a trust, […]
Learn More4 Tips for Planning for Your Post-Retirement Future
With age, the focus often turns from planning for the purchase of a bigger home to planning to have enough […]
Learn MoreDon’t Make These Trust Errors
Trusts can be used as an asset protection tool and to help your beneficiaries avoid the cost and expense of […]
Learn MoreIRS to Recalculate Taxes for Unemployment Break
Legislation signed in March allows taxpayers who earned less than $150,000 in modified adjusted gross income to exclude unemployment compensation […]
Learn MoreA 2021 Update on Tax and Education Credits
Taxpayers who have to write big checks for higher education can see tax savings when filing tax returns next year. […]
Learn MoreFunding a Trust
When it comes to estate planning, Ted and Emily thought they were ahead of the game. They went to their […]
Learn MorePeace of Mind for New Moms and Dads
A brand new baby brings a special kind of chaos to your home. In the midst of sleep deprivation, midnight […]
Learn MoreConsidering a Refinance? What You Should Know
In order to know whether or not you should refinance, it is important to understand exactly what it means to […]
Learn More3 Ways to Pass Your House to Your Children
Your home is probably your most valuable asset. You are clear about whom you want to end up with when […]
Learn MoreHow to Protect Your Money from Medicaid
The elderly may find themselves facing financial ruin in their later years. Fortunately, there’s Medicaid, but in most cases, they […]
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