Estate Planning

An inheritance tax is, as its name suggests, a tax on what you inherit. The federal government doesn’t treat any assets inherited when someone dies … Read more

A will is a document that allows you to be sure the people or organizations you choose will inherit your assets when you die. Failing … Read more

Many people begin thinking about estate planning when they get married, mostly because there’s suddenly someone else to involve in their financial matters. But if … Read more

An advance directive is a legal document that gives guidance about the types of healthcare a patient will accept in the event the patient becomes … Read more

Many people believe their living trust is complete once they sign a revocable living trust document into effect. When, in fact, it’s often the first … Read more

One of the worst times for a family can be after a loved one passes away. This time can be especially difficult when the person … Read more

If you are involved with the settlement of an estate for the very first time, it’s a fair guess that you’re wondering what the process … Read more

The world of estate planning has many roads, all of which lead people down different paths of protecting their assets and property in the interest … Read more

It’s possible no two words impacted our way of life in 2020 more than “social distancing.” They made us more familiar with other terms like … Read more

A beneficiary designation is the description of the person or persons you want to receive a particular asset, like funds from a retirement account, upon … Read more