Estate Planning Articles
Some of these articles have been written by our law firm and other articles are written by the American Academy of Estate Planning Attorneys and compliments of our law firm. Any feedback or questions about the articles can be addressed by contacting our office.
Be Prepared With Year-End Tax Strategies
It may seem too early to prepare for tax season, but these tips and tricks can save you money next spring.
Four Tips for a Pain-Free Tax Season
April 15th is fast approaching. Here are five simple and effective tips for saving time, money, and stress this tax season.
Estate Planning is a Team Effort
It takes a team to make sure you have a fully functioning estate plan. Learn about the players, their roles, and – most important – how simple it is to assemble your estate planning team.
A New Paradigm: Planning for State Estate Taxes
This month’s Alert examines issues concerning state estate taxes. While the federal exemption has increased to over $5 million per person, about 1/3 of the states have exemptions as low as $675,000
Peace of Mind for New Moms and Dads
As a new parent, estate planning might be at the bottom of your long list, however, it can bring you immense peace of mind. Here’s what you need to know.
Cross-Training for Financial Fitness
Many couples take a divide and conquer approach to household chores, and this tends to include finances as well. Often, this means one spouse is in the dark when it comes to the family’s bills, budget, and important documents. Here’s how you both can get up to speed.
What Does it Mean to Leave a Legacy?
We all want to leave a lasting legacy for our children and grandchildren, but it can be easier said than done. In this article, find out how legacy wealth planning can go beyond basic estate planning to provide your loved ones with a true legacy, rather than a set of inheritances.
Include Personal Property When Creating Your Estate Plan
Even with extremely careful planning, people can often neglect to outline who should receive their family heirlooms and emotionally valuable property. Find out what you can do to avoid unnecessary feuds over your tangible personal property and help prevent potential family conflict.
Loaning Family Money – What You Need To Know
Loaning Family Money – What You Need To Know Loaning Family Money – What You Need To Know Written By: The American Academy of Estate Planning Attorneys People lend money to family members for a variety of reasons.
Planning for a Stress-Free Vacation
While many people plan out their vacations in great detail, they may be forgetting to address what to do if the unexpected happens while they’re out of town. Find out how setting an estate plan in place, even a basic one, can minimize your worries about those “what if’s,” and enjoy that vacation you’ve been dreaming of.
