Why Should I Create an Estate Plan?

Why Should I Create an Estate Plan?

We’ve noticed that more people are talking about estate planning and are actually doing something about it. I’m not sure if the increase means a concern about our mortality because of the global pandemic, or it is that people finally have some time to get...
We Must Celebrate Hope

We Must Celebrate Hope

I always enjoy our holiday newsletter as we break from the legal topics and communicate something that is important to us. I will admit I am an “open book” or a what-you-see-is-what-you-get type of person, so I’m usually not hard to figure out, but...
A Critical Decision for Those Who Do Trust-Based Planning

A Critical Decision for Those Who Do Trust-Based Planning

Estate planning has more challenges than most realize, and the biggest challenge (by far!) is just getting your initial estate planning done. One of the critical decisions involved with a trust-based estate plan is who will be the surviving trustee, or the manager, of...
Don’t Forget the Beneficiary Designation Part of Your Planning

Don’t Forget the Beneficiary Designation Part of Your Planning

How Important Are Those Beneficiary Designation Forms? “It’s all about the assets” can be a very important phrase when ensuring your assets are connected with your estate plan. Although creating the estate plan in the first place is still the most...
Lessons from Coronavirus: 3 Important Planning Reminders

Lessons from Coronavirus: 3 Important Planning Reminders

Not too long ago, in what seems like a galaxy far, far away, life was normal before this pandemic. There are still plenty of questions on when the coronavirus really began, but it didn’t dominate our lives until sometime in March 2020, and no doubt the invisible...
What Do I Need to Change as a Result of The SECURE Act

What Do I Need to Change as a Result of The SECURE Act

The SECURE Act is now law, and clients along with advisors are learning how to adapt to the fundamental change. Like any law, the corresponding IRS regulations are not complete yet, and when they are complete we hope a few of the current unanswered questions from the...