These days, most of us find ourselves living in a technology-driven world—from our social media accounts, to our online bill pay, and even our food delivery services. But what happens to those accounts when you die? Well, if no end of life planning is done, the answer...
Being diagnosed with a life-changing or life-threatening illness is frightening. In addition to receiving a scary diagnosis, all the meetings with physicians, researching treatment options, having family discussions, and decision making can quickly become overwhelming...
It is a common misconception that only the very wealthy need an estate plan. But the reality is most people can benefit from one. It puts you in control of what happens not only after death, but also during your life if you become incapacitated. With an Estate Plan...
If your family includes someone with a disability who qualifies for government benefits such as Medicaid or SSI, you may want to consider a special needs trust as a part of your estate plan. The government typically only provides for essential needs, so your loved one...
Nine out of ten successful entrepreneurs have an estate plan, according to a recent survey. Unfortunately, 85% of those estate plans are over five years old. Due to changing tax laws, that means most of these entrepreneurs have estate plans that are out of date. That...
After clients have executed all their estate planning documents, a couple of the most common questions we receive are: “Where do I keep them?” and “Should I give a copy of all of this to my family?” These seem like innocuous questions, but there are important issues...
As we work to recover from Hurricane Irma, the IRS and Congress have provided some help in the form of extensions for filing returns and paying taxes as well as significant tax relief measures that recently became law. Among other things, these provisions include: New...
Okay, you’ve taken the big step and made an appointment for a free consultation with us. What should you be prepared to discuss when we meet? First, we will ask you some basic information about your assets, liabilities, and family. We are not being nosey. This...