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Tips for Working with a Law Firm -- Get the Most Out of Your Work with Your Lawyer

Posted on: July 18th, 2017
When you hire an attorney for estate planning, help with a loved one’s estate, or any other legal matter you want to make sure that the work gets done correctly, efficiently, in a timely manner and at the best possible value. Here are some tips to have the most useful and value-oriented law firm experience....

How You and Your Family Can Benefit From Late Portability Election

Posted on: July 11th, 2017
The concept of “portability” is still relatively new in the law of estate planning, having become available only after 2010. Since then, it’s been both a blessing (for its tax saving benefit) and a curse (because of rules that seem to be constantly shifting). Fortunately, the IRS has recently clarified some important deadlines related to portability....

Why It’s a Good Time to Set Your Kids Up for Success

Posted on: June 29th, 2017
It can be exciting to see your children branching out and becoming successful adults in their own right — a time full of hard work and self-discovery that hopefully lays the groundwork for a fulfilling career in the coming years. But, it can also be a time of anxiety for some parents. We all want to know that we are doing absolutely everything we can to make sure our kids stay safe, healthy, and secure so they can pursue their dreams to the fullest. ...

Money Isn’t Everything in Estate Planning - How to Pass Your Stories and Values to the Future Generations

Posted on: June 20th, 2017
Money may be the most talked-about aspect of wealth contained within your estate, but the riches of your experience and wisdom can mean even more to your family members down the road. ...

How to Protect Your Child’s Inheritance from His or Her Untrustworthy Spouse

Posted on: June 13th, 2017
Parents who develop an estate plan often do so to provide for their heirs financially. Many want to make sure hard-earned assets, family heirlooms, or closely held businesses stay within the family. Indeed, a common question is what cost-effective options are available to protect a child’s inheritance from his or her spouse in the event of untrustworthiness or divorce. Thankfully, there are many ways to structure your child’s inheritance to help ensure it will remain in the family for future generations. ...

Estate Planning for Military Families

Posted on: June 7th, 2017
Although Memorial Day just passed, it is important to honor those that have served our country. This time is also a good opportunity for members of the military and their loved ones to consider setting up an - or revising an existing - estate plan. Military families need to consider special estate-planning issues that others do not. This is particularly true when one or more family members are deployed overseas. Beyond this, members of the military have access to special benefits and resources. This can become complicated and, for this reason, it is important that you seek special help if you are a military family. ...
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