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Productivity Tips for the New Year

Are you feeling bogged down in a swamp of clutter, deadlines, and incomplete tasks? As we draw closer to the end of the year, make it your goal to do a few simple things over the course of a day or two that will result in increased productivity and peace of mind for 2020.

By |2019-12-19T14:24:43-06:00December 31st, 2019|Trusts & Estates|Comments Off on Productivity Tips for the New Year

Important Things Your Agent Under a Power of Attorney for Health Care Needs to Know

A medical power of attorney is a crucial part of your estate plan that enables you to name a trusted person to make health care decisions for you if needed. It is essential for the person you name to have the information necessary to carry out your wishes for your medical care.

By |2019-12-09T16:42:26-06:00December 10th, 2019|Trusts & Estates|Comments Off on Important Things Your Agent Under a Power of Attorney for Health Care Needs to Know

Who’s On Your Team?

Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so (i) you can be taken care of during times when you are unable to care for yourself, and (ii) your money and property are distributed to the individuals you have selected upon your death, in the way you want.

By |2019-12-03T14:53:16-06:00December 3rd, 2019|Trusts & Estates|Comments Off on Who’s On Your Team?

529 Plans – What You Need to Know

A 529 plan, legally known as a “qualified tuition plan,” is a savings plan that provides tax advantages designed to encourage people to save for their children or grandchildren’s future education costs.

By |2019-11-21T16:30:09-06:00November 26th, 2019|Trusts & Estates|Comments Off on 529 Plans – What You Need to Know

Self-Care: 5 Ways to Show Yourself a Little Love

It’s time to take a deep breath and spend some time taking care of yourself before the holidays arrive. You can implement many aspects of self-care on your own. However, a well-designed estate plan will require the help of an experienced estate planning attorney.

By |2019-10-25T13:08:35-05:00November 12th, 2019|Trusts & Estates|Comments Off on Self-Care: 5 Ways to Show Yourself a Little Love

Missed a Required Minimum Distribution?: Here Is How to Fix It

A sizeable IRS tax penalty for failure to take an RMD can be like a gut punch to a retiree, as many retirees are on fixed incomes. If you have missed one or more RMDs, we can help you submit the necessary forms and documentation to request a waiver of the penalty from the IRS.

By |2019-10-25T16:36:45-05:00October 29th, 2019|Trusts & Estates|Comments Off on Missed a Required Minimum Distribution?: Here Is How to Fix It