by designonetest | Mar 10, 2016 | Estate Planning
Because there are so many different kinds of Trust agreements, it can often be a daunting task to determine which is right for your situation, which makes estate planning more challenging. However, that’s what we, as estate planning attorneys, do every day. We...
by designonetest | Oct 19, 2015 | Estate Planning
And you thought you had to wait until Halloween to celebrate something. Think again! In 2008 the National Association of Estate Planners & Councils (NAEPC), in conjunction with Rep. Mike Thompson (D-CA) and 49 of his colleagues, helped pass a law which declared...
by designonetest | Oct 19, 2015 | Estate Planning, retirement planning
The results of a study recently conducted by Texas Tech University revealed that the ability to make smart financial decisions peaks at age 50. The subsequent post-age-50 decline was observed in both men and women, making both sexes similarly susceptible to financial...
by designonetest | Sep 1, 2015 | Estate Planning
Estate Planning has truly evolved over the past two decades. This blog post will provide some insight as to what is behind this Estate Planning Evolution. Gone is the uncertainty about federal estate taxes and the absolute requirement for married couples to use...
by designonetest | Aug 31, 2015 | Estate Planning, retirement planning
Share this blog post with all of your loved ones (and check out the website). More than 10,000 people turn 65 in the U.S. every day according to Aging.gov (http://www.hhs.gov/aging/), a new website recently launched by the Obama administration. The goal of this...
