How Will A Recession Affect Your Family?

November 28, 2022

As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is the stock market, rising interest rates, dropping home values, and inflation through the roof—it’s enough to make you sick. And it can make you sick, unless you take the actions […]

What You Need to Know About Collecting Life Insurance Proceeds

November 21, 2022

ESTATE PLANNING,

If you’re looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the emotional period immediately following a loved one’s death, it can feel as if your entire world is falling apart, so it’s helpful to understand exactly what steps you need to take to access the insurance […]

What You Need to Know About Collecting Life Insurance Proceeds

How Estate Planning Can Reduce The High Cost Of Dying—Part 1

November 7, 2022

ESTATE PLANNING,

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one. Yet the pandemic might be changing this.According to Census figures, the pandemic caused the U.S. […]

Trusts & Taxes: What Do You Need To Know

October 31, 2022

ESTATE PLANNING,

People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up, here we’re going to explain the tax implications associated with different types of trusts in order to clarify this issue. Of course, if you need further clarification about trusts, […]

Trusts & Taxes: What Do You Need To Know

2022 Estate Planning Checkup: Is Your Estate Plan Up-To-Date?

October 24, 2022

ESTATE PLANNING,

This year, Estate Planning Awareness Week runs from October 24th to 30th, and one of our primary goals is to educate you on the vital importance of not only preparing an estate plan, but also keeping your plan up-to-date. While you almost surely understand the importance of creating an estate plan, you may not know […]

What Your Last Will & Testament Will (And Will Not) Do – Part 2

October 17, 2022

ESTATE PLANNING,

While having a will is important—and all adults over age 18 should have this document in place—for all but a few people, creating a will is just one small part of an effective estate plan that works to keep your loved ones out of court and out of conflict. With this in mind, this series […]

What Your Last Will & Testament Will (And Will Not) Do—Part 2

How Estate Planning Can Reduce The High Cost Of Dying – Part 2

October 14, 2022

ESTATE PLANNING,

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one. Yet the pandemic might be changing this. According to Census figures, the pandemic caused the […]

What Your Last Will & Testament Will (And Will Not) Do – Part 1

October 10, 2022

ESTATE PLANNING,

If you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s 2022 Wills and Estate Planning Study. Yet, while having a will is important—and all adults over age 18 should have this […]

What Your Last Will & Testament Will (And Will Not) Do—Part 1

NOW IS YOUR LAST CHANCE TO SAVE ON YOUR 2022 TAXES

October 3, 2022

ESTATE PLANNING,

When you first realize that your biggest personal and business expense—bar none—is taxes, it can come as quite a shock. Seeing so much of your hard-earned money wind up in the government’s hands can feel like a shakedown. That said, focusing a relatively small amount of time and effort into strategically reducing your taxes can […]

Medicaid & Medicaid Asset Protection Trust

July 25, 2022

MEDICAID,

What is a Medicaid Asset Protection Trust (MAPT)? When you think about estate planning, do not overlook eligibility for Medicaid. Many are of the mindset that they can avoid formal estate planning and still be eligible for Medicaid. The biggest mistake that people tend to make is transferring assets to their children to protect them, […]