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Estate Planning Lessons from Elvis’ Mistakes

Elvis’ estate planning failures certainly adversely affected the life of his daughter, Lisa Marie, and have carried over into issues with her estate.

Posted on: June 22, 2023

Should Your Estate Plan Include a Family Trust?

Unless you’re a member of the Addams family, thinking about death probably isn’t your favorite afternoon activity. However, not thinking about it can cause even more pain when death ultimately does come knocking.

Posted on: June 20, 2023

Prepare Now for Coming Estate Tax Changes

One of the most significant changes Americans will soon see is the sunsetting of tax laws under the Tax Cuts and Jobs Act (TCJA) of 2017.

Posted on: June 15, 2023

What if My Executor Dies?

When someone passes away, it’s up to their executor to handle the probate process. However, what happens if the executor of a will dies?

Posted on: June 13, 2023

How Are Retirees Spending Their Nest Eggs?

After decades of building a solid nest egg, retirement is the time to finally crack into it. Yet, many retirees who were great at saving find themselves less sure about how to spend all that accumulated money.

Posted on: June 8, 2023

How Grandfathers and Senior Dads Leave a Legacy of Caring for Their Families

Congratulations, Dad. You’ve raised your children, who now have children of their own. Despite all the obstacles of recent years, the family is thriving. You feel good about how you’ve led your life and are hopeful about the years ahead. The next thing on your agenda: creating a legacy of caring for your family. This […]

Posted on: June 7, 2023

What Are Estate Taxes?

Studies suggest that millennials will inherit an astounding $68 trillion in the coming years, making them the wealthiest generation in history. While this may be great news for some, it also comes with significant tax implications.

Posted on: June 6, 2023

Responsibilities of a Special Needs Trust Trustee

For individuals with disabilities, an inheritance or settlement can jeopardize a their government benefits, such as Medicaid and Supplemental Security Income (SSI). A special needs trust (SNT) can help the individual remain eligible for these benefits while ensuring they have additional financial support. What Is a Special Needs Trust? A special needs trust (SNT) is […]

Posted on: June 3, 2023

How is Estate Planning Used to Distribute Property?

It is commonly understood that upon death, our property will pass to someone else. However, the details of exactly how property passes often seem a bit more mysterious.

Posted on: June 1, 2023

How Estate Planning Protects Unmarried Couples

It is very important for unmarried couples to execute estate planning documents to make their wishes clear concerning the rights and responsibilities of their significant other.

Posted on: May 30, 2023