Blog
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:
Read MoreFeb. 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.
Read MoreJan. 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.
Read MoreJan. 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.
Read MoreJan. 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.
Read MoreJan. 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.
Read MoreDec. 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:
Read MoreDec. 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.
Read MoreDec. 14, 2021
As a parent with minor children, it is important to make sure that your estate plan is up-to-date. This ensures that they will be taken care of in the event of your death or incapacitation. It can also minimize any tax consequences on their inheritance and allow them to maintain control over assets until they are old enough to handle it themselves.In this article, we will discuss what you need to know about hiring a lawyer for your estate plan and what you should expect when doing so!
Read MoreDec. 7, 2021
What’s the difference between a will and trust? It can be hard to decide which one is right for your family. This article outlines the differences, as well as what you should know about each option before making any decisions.
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