Most everyone knows that each American can pass nearly $13 million in assets before worrying... [Read more...]
The Importance of Creating a Power of Attorney in Your Estate Plan
When it comes to estate planning, many people focus on creating a will or trust... [Read more...]
The Joy in Joint Trusts
Joint trusts offer clients many benefits both during life and after death. Those with joint... [Read more...]
Powers of Attorney: An Integral Part of Estate Planning
In estate planning, powers of attorney are essential yet often misunderstood legal documents. They are... [Read more...]
Including Digital Assets in Your Estate Plan
As our lives become increasingly intertwined with the digital world, digital assets and social media... [Read more...]
How Tax and Non-Tax Considerations Impact Estate Planning – Part II
People often believe that Estate Planning is a “simple” process designed only for those whose... [Read more...]
Estate Plan Terminology: A Beginner’s Guide to Navigating Legal Jargon
Everyone should consider estate planning, regardless of their financial situation or age. Having a plan... [Read more...]
Medicare Planning: Maximizing Your Benefits in Retirement
Medicare is a crucial component of retirement planning, providing health insurance coverage to individuals aged... [Read more...]
How Tax and Non-Tax Considerations Impact Estate Planning – Part I
Estate planning often focuses on taxes at the federal level and often overlooks issues that... [Read more...]
Health Care Power of Attorney vs. Living Will: What’s the Difference?
A health care power of attorney (HCPOA) and a living will are both essential components... [Read more...]
The IRS’ Annual Warning: The 2023 Dirty Dozen
As another tax season closes, it’s a good time to review the list of “Dirty... [Read more...]
Estate Planning Lessons from the passing of Tina Turner
Few figures in the music industry have left as indelible a mark as the iconic... [Read more...]