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…
putting your home in a trust
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…
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…
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…
Incapacity Plan
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…
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…
Sotera Anderson
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…
Why You Need a Trust - Even if You Aren't Rich
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…
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.…
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,…