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How to Factor in Life Insurance into Estate Planning?

April 25, 2018 Posted In Estate Planning,Firm News

A very important tool to utilize in estate planning is life insurance. Your benefactors can use it to manage some of the taxes due on your estate, pay creditors off, or just take advantage of the income in the event your income is no longer accessible. In this discussion we will look at a few…

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Estate Planning Tools for Your Baby’s College

November 21, 2017 Posted In Estate Planning,Estate Taxes,Guardianships & Conservatorships,Trusts

Remember when your baby was just an infant and you thought he/or she would break like dropped china or porcelain? And then you saw them run right into a glass door and bounce off like a rubber ball and bounce back for more. It was probably back then that you first gave some forethought into…

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Eight Reasons for Revisiting Your Estate Plan

September 27, 2017 Posted In Estate Planning,Inheritances,Probate

Revisiting an estate plan every few years is not an option for everyone, especially those on a limited budget. But it is nearly impossible ignore for those with a lot of wealth, because oftentimes assets and holdings get liquidated or restructured. “Because of the way the very wealthy have structured their business interests, especially when…

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