We offer comprehensive online estate planning and administration services for our clients, from start to finish.
Planning for Success with a Team You Can Trust
You have worked hard, built a stable life and want to pass it on in peace. The last thing you want is your children falling out over what happens after you pass. One child may feel entitled to more, and another may question how certain decisions were made. When plans...
Putting together an estate plan may feel like checking a box on a to-do list, but when used wisely this task can be a step towards building one’s financial portfolio. This is because putting together an estate plan requires an individual to review their assets and...
Planning for the future of a loved one is essential but doing it for someone with a disability is even more critical. You want to make sure they are taken care of — for now and the future. That is where a special needs trust (SNT) comes in. With it, your loved ones...
We all want to leave a meaningful legacy for our loved ones. However, some gifts can become burdens if we don't plan carefully. Estate planning is crucial to ensure that what we leave behind is a blessing, not a source of stress. Below, we look at four types of...
Divorce changes more than just your relationship status. It impacts your financial future and your control over your assets. If you recently divorced, updating your estate plan is essential. Failing to do so could leave your ex-spouse with control over your money or...
Creating a living will is crucial in planning for your future health care. This document ensures your medical preferences are respected when you're unable to communicate them. For your family, it provides clarity and peace of mind during difficult times, reducing the...
If you are close to retirement or helping your aging parents with their future plans, it is essential to think about health care needs that might arise later. This includes planning for the cost of Medicare and protecting Medicaid eligibility. How can you prepare for...
When planning your estate, understanding the various taxes that could impact the transfer of your assets to your loved ones is crucial. One common concern among parents is whether their children will be subject to inheritance tax upon receiving their assets. What...
Many people make mistakes during the estate planning process that can lead to unnecessary complications and stress for their loved ones. What should you avoid? Mistake #1: Waiting to plan One of the most common mistakes is putting off estate planning. Some people...
A trust can play a crucial role in safeguarding your family home from potential risks and ensuring a smooth transition from you to your heirs when the time comes. If you place your home in a trust, you achieve key benefits that enhance protection and give you more...