The estate tax exclusion is a set dollar amount that can be transferred tax-free when... [Read more...]
Medicaid Planning Can Preserve Your Legacy
When you hear the term “Medicaid planning,” you may be a bit confused because it... [Read more...]
Estate Planning: There’s Something Here for Everyone – Part II
Some individuals create a Revocable Trust, pour-over Will, Property Power of Attorney, Health Care Power... [Read more...]
Estate Planning: There’s Something Here for Everyone – Part I
Despite knowing that they should have an estate plan, many individuals give excuses for failing... [Read more...]
3 Reasons Your Medicaid Plan Can’t Wait
Medicaid planning probably isn't something you have thought very much about. In fact, you may... [Read more...]
Bridging the Past and Future
The best Estate Planners stay current on the latest trends. The American Academy of Estate... [Read more...]
Is Leaving an Inheritance an Important Financial Goal?
Most people have many financial goals during their lifetime, but what about after they are... [Read more...]
Pumpkin Kisses and Harvest Wishes
As the spooky season transitions into the season of Thanksgiving, it’s important to remember our... [Read more...]
What Do Estate Planning and Boots Have in Common?
It might seem surprising, but estate planning and boots actually share more similarities than you... [Read more...]
Estate Planning Is Not Just for the Rich
Do you think estate planning is only for the rich? Think again. Most Americans are... [Read more...]
Do I Need to Plan If I Have Joint Tenancy Property?
We've all got that friend or relative who thinks they know it all. You know... [Read more...]
Know Estate Planning Terminology
While contemplating one's own mortality can be unsettling, most people recognize the importance of establishing... [Read more...]