Don’t Just Leave an Inheritance; Leave a Legacy

Posted on: May 23rd, 2017
You come into the world a blank slate, and as you grow, you gain wisdom. You’ve planned your estate to leave physical assets to beneficiaries, so now think about leaving them something that’s just as important but less tangible: the hard-won wisdom you’ve accumulated over your life. Let your family and friends learn from your mistakes, and profit from your successes. In other words, don’t just leave an inheritance, leave a legacy....

The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both

Posted on: May 16th, 2017
According to a March 2017 survey by, six out of ten Americans have no will or any other kind of estate planning. Many said they’d get around to it, eventually. ...

Integrating a Community Property Trust Into Your Estate Plan

Posted on: May 9th, 2017
A well-crafted estate plan has many individual parts, and careful, trust-based estate planning is the best way to ensure the best possible outcome for you and your loved ones. One way that married couples can get the most mileage out of their estate plans is to create a Community Property Trust. A Community Property Trust is a special type of trust that can own a couple’s jointly acquired assets as community property and can save a significant amount of taxes....

Life Events That Require an Immediate Estate Plan Update

Posted on: May 2nd, 2017
Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated and upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including probate court costs, gift taxes, estate taxes, and generation skipping transfer taxes. However, your plan must also name someone who will make medical and financial decisions for you if you cannot make decisions for yourself. You also need to consider how to leave your property and assets while considering your family’s circumstances and needs....

3 Ways NOT to Leave an Inheritance for Your Children

Posted on: April 25th, 2017
Estate planning offers many ways to leave your wealth to your children, but it is just as important to know what not to do. Here are some things that are all-too-common, but textbook examples of what not to do or try....

Does a Dynasty Trust Make Sense for Your Family

Posted on: April 18th, 2017
Earlier this year, NBA team owner Gail Miller made headlines when she announced that she was effectively no longer the owner of the Utah Jazz or the Vivint Smart Home Arena. These assets, she said, were being placed into a family trust, therefore raising interest in an estate planning tool previously known only to the very wealthy­–the dynasty trust....
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