Monthly Archives: July 2017
Estate Planning Only for the Wealthy? Think Again.
Estate planning certainly has major benefits for anyone whose estate is over and beyond a certain point. However, falling for the belief that estate planning is only for the wealthy could end up costing you down the line. It may provide fodder for arguments between your loved ones and confusion after you pass away…. Read More »
High School Graduates Need Estate Planning, Too
In the flurry of preparing for moving off to college and enjoying summer activates like graduation parties, it’s easy to neglect the legal consequences of failing to have documents in place as your child prepares to go off to a higher education in the fall. However, once a child reaches age 18, they are… Read More »
Should You Consider Using a Charitable Lead Trust?
Do you want to leave behind a legacy for charity in addition to accomplishing your estate planning goals? If so, read on to learn more about the options available with a charitable lead trust. A family that intends to give to charity while also minimizing estate and gift taxes should consider all possible strategies… Read More »
Do You Have Inherited Assets? Estate Planning is Even More Important
Estate planning can be complicated no matter who you are, but knowing how your assets and investments will be divided among your beneficiaries after passing on can give you a lot of peace of mind and it can also decrease your stress level about the potential pitfalls that your beneficiaries might have to cope… Read More »