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    Why Trusts Are Important Estate Planning Tools

    Trusts can offer many benefits, including allowing assets to pass directly to beneficiaries and charitable organizations without going through probate, minimizing taxes, and protecting your legacy from creditors.

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    How Life Insurance Is Involved in Estate Planning

    Life insurance can be an integral and important part of a well-drafted estate plan. There are numerous benefits to owning a life insurance policy aside from providing a large sum of money to beneficiaries.

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    Avoid Guardianship With a Durable Power of Attorney

    Conservators and guardians are appointed in court to make decisions about health care or finances for adults who are incapacitated. A durable power of attorney lets you choose a trusted decision-maker for the future.

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    Estate Planning for Entrepreneurs and Business Owners

    If you’ve created a business, you know that success doesn’t happen overnight. But do you know what will happen to your business if something unexpected impacts you or when you decide to step away?

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    7 Common Inheritance Mistakes to Avoid

    Avoid making these common mistakes that can rapidly affect your inheritance and future plans.

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    Proper Estate Planning Reduces Issues of Probate

    Sound estate planning can make the probate process run efficiently and smoothly, protecting your estate’s value and legacy and preserving your family’s well-being. An attorney can help mitigate the risks.

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    IRS Finalizes 10-Year RMD Rules for Inherited IRAs

    After much anticipation, the Treasury Department and the Internal Revenue Service (IRS) have issued final regulations relating to the 10-year required minimum distribution (RMD) rule for people who inherit individual retirement account (IRA) assets.

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    Is “Aging in Place” Right for Me?

    For those who wish to maintain their independence and continue living at home as they grow older, taking certain steps to protect their physical, mental, and financial welfare is essential.

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    Notarizing Documents for Seniors With a Dementia Diagnosis

    An Alzheimer’s or dementia diagnosis can be a challenging journey for the person and family alike. When the diagnosis occurs, a ticking clock begins on the timeline for getting proper and sound notarizations done for crucial legal documents.

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    Notarizing Documents for Seniors With a Dementia Diagnosis

    An Alzheimer’s or dementia diagnosis can be a challenging journey for the person and family alike. When the diagnosis occurs, a ticking clock begins on the timeline for getting proper and sound notarizations done for crucial legal documents.

    Read More »