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Why Putting Your Family Home In A Trust Is A Smart Move—Part 2
putting your home in a trust
  • Post author:Sotera Anderson
  • Post published:January 5, 2022

Why Putting Your Family Home In A Trust Is A Smart Move—Part 2

If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home…

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  • Why Putting Your Family Home In A Trust Is A Smart Move—Part 1
    • Post author:Sotera Anderson
    • Post published:December 28, 2021

    Why Putting Your Family Home In A Trust Is A Smart Move—Part 1

    If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home…

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  • How to Pass Down Your Family Wealth Legacy During The Holidays
    • Post author:Sotera Anderson
    • Post published:December 14, 2021

    How to Pass Down Your Family Wealth Legacy During The Holidays

    What is your legacy? As you likely already know, but may not have given much thought about, the most important inheritance you provide is so much more than the money…

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  • Long-Term Care Insurance: FAQs
    • Post author:Sotera Anderson
    • Post published:November 29, 2021

    Long-Term Care Insurance: FAQs

    Our nation’s population is aging at a faster rate than ever before, and collectively we are living much longer than in the past. In fact, by 2034, seniors (age 65…

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  • 10 Things You Should Know About Living Wills
    Incapacity Plan
    • Post author:Sotera Anderson
    • Post published:November 22, 2021

    10 Things You Should Know About Living Wills

    When it comes to estate planning, you’ve most likely heard people mention a couple of different types of wills. The most common is a “last will and testament,” which is…

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  • 2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?
    • Post author:Sotera Anderson
    • Post published:November 15, 2021

    2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?

    Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly updated. Estate planning…

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  • Think You Are Too Young to Need An Estate Plan? Think Again
    Sotera Anderson
    • Post author:Sotera Anderson
    • Post published:November 8, 2021

    Think You Are Too Young to Need An Estate Plan? Think Again

    The pandemic has caused Americans to change their behavior in a number of different ways, and one of the most positive of these changes is related to estate planning. For…

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  • Why You Need a Trust – Even if You Aren’t Rich
    Why You Need a Trust - Even if You Aren't Rich
    • Post author:Sotera Anderson
    • Post published:October 18, 2021

    Why You Need a Trust – Even if You Aren’t Rich

    When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust is actually a great estate planning tool for many people…

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  • With Tax Law s in Flux: What Should You Do Now? – Part 2
    • Post author:Sotera Anderson
    • Post published:October 8, 2021

    With Tax Law s in Flux: What Should You Do Now? – Part 2

    On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax law s.…

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  • House Democrats Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Planning—Part 1
    • Post author:Sotera Anderson
    • Post published:October 4, 2021

    House Democrats Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Planning—Part 1

    On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically,…

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