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Your Quick Guide to Trump’s tax plan
Here's what you need to know about planning your estate under the incoming Trump administration and Republican-controlled Congress. For starters, Here are several of the proposed changes from Trump’s tax plan that we will potentially see rolling out during his...
NEW Studies show electronic health records routinely fail to give doctors access to advance directives.
All our estate planning clients receive a free membership in the DocuBank advance directives registry to make sure their advance directives are always available at the hospital. New studies prove the importance of this access. Two new studies show that ER doctors are...
Why Your Estate Planning Project Must Morph into a Process
Most, if not all, people put their estate plan on their to-do list as a one-time project: “Create estate plan” or “Meeting with lawyer 10:30 a.m. Thursday for estate plan.” Thinking of your estate plan as a single project or task to complete and move off your...
Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan, Too
Anyone who wants to leave a long-lasting financial legacy for their family needs more than a financial plan, which is only part of the big picture for your overall monetary health. A well-informed financial plan is worth your time for several reasons, but let’s look...
Did you include your grandkids in your will? 5 Tips to Avoid Common Problems
As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we often share a special bond that makes us want to provide well for their future. However, that bond can actually turn into a weakness if proper...
To-Do List for After a Loved One Dies
If you've been appointed an executor of a loved one's estate, or a successor trustee, and that person dies, your grief – not to mention your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out of town and...
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