With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, at the very least your estate plan should include enough money to cover this…
Revocable or Irrevocable Trust – which one is for you?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or incapacity. And, if you…
Debt, Creditors And Your Estate Plan
What Happens To Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt when you (or they) die? Well,…
How Will A Recession Affect Your Family?
As you’ve surely heard by now, we’re in the midst of great economic shifts, including a recession. The collapse of the crypto market, the roller coaster that is the stock…
Trusts & Taxes -What You Need To Know
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…
2022 Estate Plan Review / Checkup: Is your estate plan up to date?
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital importance of not only preparing…
What Your Last Will & Testament Will (and Will Not) Do-Part 2
Last week, in part one, we looked at the different things having a will in place allows you to do. Here, in part two, we detail all of the things…
3 Critical Considerations For How To Save For Education – Part 2
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an irrevocable trust. …
How Estate Planning Can Reduce The High Cost of Dying-Part 2
Last week, in part one of this series, we discussed some of the Cost Of Dying’s most notable findings and explained how proactive estate planning can dramatically reduce many of…
How Estate Planning Can Reduce The High Cost Of Dying – Part 1
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…