Blog

Feb. 24, 2022

Feb. 16, 2022

A revocable living trust, also known as a living trust, is a legal document that allows you to control your property during your lifetime. You can name yourself as the trustee and retain complete control over all property held in the trust. The trust becomes effective upon signing, and for the assets controlled or owned by the trust, you will avoid the time and expense of probate. In this blog post, we will discuss what a revocable living trust is and how it can help you protect your property!

Feb. 8, 2022

You may be wondering if you need an estate plan if you're not rich. The answer is yes - everyone should have an estate plan in place, no matter how much money they have. In this post, we will discuss the reasons why everyone should have an estate plan and what happens if you don't have one. Everyone Needs an Estate Plan Regardless of your income level, you need an estate plan if:

Feb. 1, 2022

A power of attorney is a legal document that appoints someone to act on your behalf. This person is known as an agent or attorney-in-fact. The power of attorney can be used for financial matters, medical decisions, or any other legal decision you may need to make. It is a very important document and should be drafted with the help of an experienced lawyer. In this newsletter article, we will discuss the benefits of having a power of attorney and the duties an agent must perform.

Jan. 27, 2022

No one likes to think about death, but it's something that we all have to face at some point. One question that many people don't think about until it's too late is, "what happens if I die without an estate plan?" If you die without a will or other estate planning document in place, the state will step in and make decisions for you. This can lead to a lot of confusion and chaos for your loved ones. In this newsletter article, we will discuss what happens if you die without an estate plan and how to avoid this situation.

Jan. 19, 2022

The decision to create a will is often one of the most important decisions parents can make. Without a will, parents may leave their minor children without any parental guidance or support in life.In this article, we explore why parents with minor children need wills and how a will can offer protection for your children even if you aren’t around.

Jan. 11, 2022

You may not think about it often, but estate planning is an important and necessary process. If you fail to plan for your future and that of your children, then there will be consequences that could affect all aspects of your life.The following article discusses 3 common myths many parents believe about estate planning. Read on to learn ways to dispel these myths so that you can ensure your loved ones are protected.

Jan. 4, 2022

We are just days into 2022. And, as always, when we reach this time of year, it is time to plan for the year ahead. Now is a good time to check in with your estate plan to secure yours and your loved ones’ future.

Dec. 27, 2021

The end of the year is quickly approaching and many people are looking forward to a vacation or spending time with their loved ones. But, before you put your feet up and enjoy the holidays, make sure you take care of some important financial tasks. One way to save on taxes this year is through estate planning strategies. Here are five things to consider for year-end estate planning strategies:

Dec. 21, 2021

The holiday season is around the corner, and many of us are thinking about what to get our loved ones. But did you know that there are tax considerations that should be kept in mind when making gifts? Proper estate planning can help maximize giving while minimizing taxes.In this article, we'll take a look at gift taxes, how to avoid them, and how you can make gifts in the most advantageous way.