Strategies for Your Charitable Planning
There are many reasons why you may want to give to a charity: You may give because you believe strongly in a cause or organization, but it can also reduce ...
Unclaimed Property: What It Is, Where to Find It, and Its Impact on Estate Planning & Administration
For most of us, every penny counts, so it is almost inconceivable that we could have lost track of any money or property. Regardless of how careful we are with ...
Which Distribution Method Is Best? Showing Your Children the Love
If you are a parent, you probably love to do good things for your children—and leaving them an inheritance is one of the most tangible ways you can show your ...
Estate Planning Strategies to Protect Your Spouse
You have searched for and found the love of your life, maybe your first love, or maybe after a previous marriage. As you have built your life together, you have ...
We All Need a Yearly Checkup: Your Estate Plan Does Too
One of the main reasons for getting an annual physical is to detect and treat problems before an illness or health condition becomes serious. Likewise, it is important for your ...
The SECURE Act: How Does It Affect Your Retirement Accounts?
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective on January 1, 2020. The Act is the most ...
Estate Planning is Like Building a Snowman
A complete estate plan must include certain essential parts. In fact, it is similar to building a snowman in some respects. The traditional snowman has several critical components: bottom, middle, ...
New Year, New Estate Plan
A new year is a time for optimism and new opportunities. It is a time to start fresh and make sure you are headed in the right direction. But making ...
Important Estate Planning Considerations for LGBTQ Couples
Everyone needs estate planning. Regardless of your age, race, gender, or sexual orientation, properly protecting your future and your loved ones requires a plan. For LGBTQ couples, there are a ...
Productivity Tips for the New Year
Are you feeling bogged down in a swamp of clutter, deadlines, and incomplete tasks? As we start the dawn of a new year, make it your goal to do a ...