Estate Planning Articles
Some of these articles have been written by our law firm and other articles are written by the American Academy of Estate Planning Attorneys and compliments of our law firm. Any feedback or questions about the articles can be addressed by contacting our office.
Cross-Training for Financial Fitness
Many couples take a divide and conquer approach to household chores, and this tends to include finances as well. Often, this means one spouse is in the dark when it comes to the family’s bills, budget, and important documents. Here’s how you both can get up to speed.
Peace of Mind for New Moms and Dads
As a new parent, estate planning might be at the bottom of your long list, however, it can bring you immense peace of mind. Here’s what you need to know.
Be Prepared With Year-End Tax Strategies
It may seem too early to prepare for tax season, but these tips and tricks can save you money next spring.
Gifts to Minors: Sharing Your Wealth the Smart Way
A simple way to reduce your estate tax bill is to make financial gifts during your lifetime. Children and grandchildren are natural recipients of our generosity, but there are a few things you’ll want to consider if they are still minors. Here are some common strategies for sharing your wealth with the children in your lives.
Why Choose a Living Trust?
The living trust is an incredibly popular estate planning option, but what is it exactly? Explore the uses and benefits of a living trust as you decide whether this planning tool is the right option for you.
More Bang for Your Buck: Education Planning with Deferred Annuities
With college costs at an all-time high and no relief in sight, parents and grandparents are looking for ways to maximize their education savings dollars. Learn how you can combine the savings from an education trust with the tax savings feature of a deferred annuity to increase your college spending power.
Does Your Estate Plan Include Digital Assets?
Your estate plan covers your real estate, your financial accounts, and your family heirlooms, but what about your digital assets? Learn what your digital assets are and how to protect them.
James Gandolfini’s Will: 3 Lessons for You and Yours
Sopranos star James Gandolfini died in 2013 at the age of 51. Within weeks of his death, his Will was made public and put under a media microscope. Why did this happen and, more importantly, what lessons can you learn from it to protect yourself and your family?
I’m a Trustee! Now What?
A loved one has given you the honor and responsibility of serving as a successor Trustee. But what does this really mean? Keep reading to learn about the responsibilities involved in administering a Trust.
An Estate Plan: Don’t Leave Home Without it
As you review your vacation checklist, make sure you’re not forgetting your estate plan. Without an up-to-date estate plan, a vacation emergency could leave you and your loved ones vulnerable. Here’s what you need to know.
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