Estate Planning

When you become a parent, it can feel like a tornado just passed through your life and everything changed. It’s true—becoming a parent changes everything. After you bring your baby home from the hospital, you will be busy changing diapers, hosting guests and adapting....

Getting your estate plan set up was a wise and responsible choice. Your estate plan gives you the peace of mind you need knowing that your loved ones will be protected if you pass away. One common mistake people make once their estate plan is in place is forgetting to...

When you engage in the estate planning process, your hope is to pass down as much wealth as possible to your loved ones. Your ability to achieve that goal can be jeopardized by your creditors, though, who are hungry to get their hands on your wealth to recoup debts...

If you have significant assets, you might be worried about how estate taxes will eat into your legacy and your loved ones’ inheritances. Fortunately, the federal estate tax doesn’t kick in until your assets hit the $12.92 million mark. At that point, only assets...

If you intend to leave assets to your loved ones, then you probably want a smooth transition of wealth so that your named heirs and beneficiaries can enjoy those assets as soon as possible. Ensuring a smooth transfer can also reduce costs that will otherwise be...

A lot of people make the mistake of thinking that estate planning is reserved for the elderly. The truth is that if you wait until you’re older to create your estate plan, then you’ve waited too long. Delaying in the creation of your estate plan could put you, your...

A lot of people make the mistake of thinking that estate planning is reserved for the elderly. The truth is that if you wait until you’re older to create your estate plan, then you’ve waited too long. Delaying in the creation of your estate plan could put you, your...

A lot of people make the mistake of putting off estate planning until it’s too late. They don’t see the need for the process when they’re healthy, and when they fall ill they may not have the requisite mental capacity to create legally binding estate planning...

Alzheimer’s disease is a terrible condition that can slowly lead to dementia and other health-related issues. As a result, those who suffer from the disease often exhibit extreme memory loss as well as speech issues, disorientation, and mood swings. The disease can...

We’re human, and as such, we will change our minds from time to time. These can be small changes of decisions, such as deciding to go with the soup rather than the salad at dinner. Or they can be a major change of decision, such as deciding to change part of your...