When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects Continue reading
Author: Lawrence Gregory
Impacts of the Trump Presidency on Estate Planning: Your Quick Guide
It’s official — the Electoral College voted on December 19, 2016, essentially completing the 2016 presidential election cycle. With that bit of uncertainty behind us and a fresh year starting out, here’s what you need to know about planning your estate under the incoming Trump administration Continue reading
Why a Trust is the Best Option for Avoiding Probate
As Ambrose Bierce once darkly observed, “Death is not the end. There remains the litigation over the estate.”
Obviously, ideally, when someone passes away, the paperwork and material concerns associated with the estate are so flawlessly handled (thanks to excellent preparation) that Continue reading
You’ll Be Surprised: When Is The Best Time To Plan Your Estate?
Some people start thinking of getting a will in place when children arrive on the scene so guardians are named. Most people start thinking about planning their estates when they reach retirement age. However, you might be surprised, even shocked, to know that the best time to plan Continue reading
Estate Plan Maintenance
Your estate plan is a snapshot of you, your goals, your family, your assets, tax laws, and other laws in effect at the time it was created. All of these variables change over time, and so should your plan. It is unreasonable to expect the simple will written when you were a newlywed Continue reading
3 Reasons You Want to Avoid Probate
When you pass away, your family may need to visit a probate court in order to claim their inheritance. This can happen if you own property (like a house, car, bank account, investment account, or other asset) in only your name. Although having a will is a good basic form of planning, Continue reading
Estate Tax Planning
BEWARE: you may not be out of the woods yet. Unless you have a comprehensive estate plan, taxes may slip in when you’re least expecting it.
That being said, many, but not all, of you can rest assured that the federal estate tax won’t diminish your estate. The exemption is so high Continue reading
Estate Planning for Young Families
We know how you feel – the last thing you want to think about is paperwork and making decisions about guardians, death, and money. But, and it’s a big “but,” estate planning is likely the most important paperwork you’ll ever do based on the most important decisions you’ll ever make. Continue reading
Estate Planning
Because estate planning is about taking care of yourself and those you love, it doesn’t matter how much money you have. There’s no financial threshold you must meet in order to qualify for planning. The qualifications are simple and twofold: first, you must care about someone or want Continue reading
Trust and Estate Administration Services
Rest assured, we are here for your loved ones if you become incapacitated and when you die. We hold their hands (sometimes, literally), guiding them through administration while following the instructions you’ve outlined in your estate plan. Remember, your estate plan is really just Continue reading