Have You Taken Advantage of the Tax Cuts and Jobs Act Planning Window

Have You Taken Advantage of the Tax Cuts and Jobs Act Planning Window?

Important Estate Planning Tips You Should Act on Now

Like all things, tax laws are constantly changing. Together, we need to respond quickly and strategically to the new developments in the tax law landscape. While you shouldn’t wait to review your estate plan in light of the passing of the Tax Cuts and Jobs Act (TCJA), making a knee-jerk reaction is rarely the best course of action, either.

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Planning for the Financial Future of a Troubled Adult Child

Planning for the Financial Future of a Troubled Adult Child

Your 3-Step Guide to Creating an Informed Estate Plan

Are you concerned about any of your adult children? Estate planning can pose extra challenges for families with adult children struggling with addiction, marital issues, or irresponsibility with money. The last thing you want is for your wealth to end up having a negative impact on your child, or to see them squander their inheritance. Many parents are concerned about what they can do to shield an adult child who struggles with problems like these from bad decisions and bad people that could worsen their child’s situation.

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5 Things Your Graduate Should Do Before College

5 Things Your Graduate Should Do Before College

May is graduation month. This is a time when many of you are celebrating a child’s academic achievements, and even getting ready to send them off to college. During this hectic time do not overlook important estate planning matters.​ My own daughter is graduating this month from college. Thankfully she took Mom’s advice. With her being away from home, having these documents in place made emergencies easier to handle.

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3 Tips to pass on financial wisdom to your beneficiaries

3 Tips to Pass on Financial Wisdom to Your Beneficiaries

A recent study carried by Ohio University shows that an astonishing 33 percent of all beneficiaries in the US lose their entire inheritance within two years of receiving it. This is either because they don’t know how to properly manage their money, or they misuse their wealth on an unsustainable lifestyle, spelling trouble in future.

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Wills and Trust and Intestate Succession. Oh My!

Wills and Trusts and Intestate Succession. Oh My!

Have you wondered whether you have the right estate planning documents in place? Should you have a will or a trust? Do you need an estate plan at all?

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