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15 08, 2017

I’m Not Married and I Don’t Have Any Children – Do I Still Need an Estate Plan?

By | 2017-08-30T17:07:10+00:00 August 15th, 2017|Estate Planning|Comments Off on I’m Not Married and I Don’t Have Any Children – Do I Still Need an Estate Plan?

I’m not married and I don’t have any children - do I still need an estate plan? The answer is always YES!  If you have any assets at all you need an estate plan.

8 08, 2017

Top Estate Planning Mistakes To Avoid

By | 2017-08-30T17:04:18+00:00 August 8th, 2017|Estate Planning|Comments Off on Top Estate Planning Mistakes To Avoid

When you make a mistake with your estate plan, it can be irreversible.  If the mistake you made isn’t realized until after you or your loved one passes, it could create a nightmare for the survivors. 

27 07, 2017

Why do I Need an Estate Plan Anyway?

By | 2017-08-30T17:09:21+00:00 July 27th, 2017|Estate Planning|Comments Off on Why do I Need an Estate Plan Anyway?

Most if not all people should have and can benefit from a comprehensive estate plan. In this article, we will cover some of the common reasons to make sure you have an estate plan in place.

14 07, 2017

I’ve Been Named Executor of My Loved One’s Will – Now What?

By | 2017-08-30T17:13:53+00:00 July 14th, 2017|Estate Planning, Wills and Trusts|Comments Off on I’ve Been Named Executor of My Loved One’s Will – Now What?

Being named the executor of a will is a big responsibility.  It can be overwhelming and confusing at times, especially when that person is also dealing with the grief of losing a loved one.

26 06, 2017

What Happens to an Estate Plan When One Spouse Dies?

By | 2017-08-30T17:19:40+00:00 June 26th, 2017|Estate Planning|Comments Off on What Happens to an Estate Plan When One Spouse Dies?

No one really wants to think about what it will be like when their loved one passes away.  It is hard enough for people to take the step to plan for such an event—let alone really understand the steps they will have to take when that time comes.

19 06, 2017

Charitable Remainder Trust – Increase Income, Save Money, Benefit Charities

By | 2017-08-30T17:22:52+00:00 June 19th, 2017|Estate Planning, Wills and Trusts|Comments Off on Charitable Remainder Trust – Increase Income, Save Money, Benefit Charities

We have had several clients through the years who express interest in donating to a charity when they pass. While there are many ways to go about this, using a charitable remainder trust (CRT) can provide benefits to the donor during one’s life as well as accomplish a person’s final wishes.

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