Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring...
3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea
read more
Wills
Are you ready for the Estate Tax Exemption to Sunset in 2025?
The Estate Tax Exemption is a tax imposed by the federal government when property and assets are...
What You Need To Do Prior To Your Special Needs Child Turning 18 Years Old
Parenting is difficult and can be even more so for those with a special needs child. Availability...
When Is Probate Required?
Probate is required when a person passes and leaves behind assets that are solely in their name. A...
The Importance of Avoiding Probate
People often put off estate planning for many reasons. We make excuses such as....a trust is too...
Estate Planning Can Leave A Legacy Beyond Just Your Assets
Your estate is made up of all your personal possessions, including your home, vehicles, bank...
How to Protect Assets During a Recession
As you’ve probably noticed by now, we’re in the midst of great economic shifts. The roller coaster...
Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations
If a friend or family member has asked you to serve as trustee for their trust upon their death,...
The 5 Essential Documents of Estate Planning
There are five essential documents you need to have in place to ensure that your family and assets...
Estate Planning for Doctors
Doctors work hard, they work long hours, and they have a fairly selfless job in which they take on...
Advantages You Get with a Multi-Generational Business
A multi-generational business is a family business in which members of two (or, in some cases,...
Chronic Illness Can Influence Estate Planning
Do you suffer from a chronic illness? Whether it is severe or mild, you want to consider it...