Does Your Estate Plan Protect Your Beneficiaries?

If you think you only need to create discretionary lifetime trusts for young, troubled, or financially inexperienced beneficiaries, then think again. In this day and age of frivolous lawsuits and high divorce rates, discretionary lifetime trusts should be considered for all of your beneficiaries, minors and adults alike. What Is a Discretionary Lifetime Trust? A [...]

By |2021-03-26T21:23:48-05:00July 31st, 2019|Estate Planning|0 Comments

Do Your Parents Have an Estate Plan?

As the holidays approach and family gatherings abound, you may wish to set aside some time to discuss estate planning with your parents.  If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously), you need to know whether or not your parents have [...]

By |2021-03-27T11:08:17-05:00December 10th, 2018|Estate Planning|0 Comments

What Do the 2018 Midterm Elections Mean for Your Estate Plan?

Estate planning is meant to be an ongoing process, not a one-time transaction. In the same way that you never stop budgeting, saving, and investing as you go through life, it is also sensible to see estate planning as a lifelong project. Let’s look at some of the considerations you should make now that the [...]

By |2021-03-27T11:11:28-05:00December 3rd, 2018|Estate Planning|0 Comments

Estate Planning After Divorce

The divorce process can be long and expensive. However, the work does not end once the divorce decree is signed.  Visiting another lawyer's office may be the last thing you want to do, but we can help simplify the process for you. In order to ensure that your assets and estate planning wishes are carried [...]

By |2021-03-27T11:13:02-05:00November 20th, 2018|Estate Planning|0 Comments

Estate Planning Considerations for Employee Open Enrollment

Early-November is generally the time when employers send out summaries of employee benefits offered by the company and give employees the option to enroll in these benefits. These can include retirement plan options, health care, dental, vision, disability, and life insurance coverage. Your employer may pay 100 percent of the premiums, split the costs with [...]

By |2021-03-27T11:14:42-05:00November 6th, 2018|Estate Planning|0 Comments
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