Ethical Wills – Passing on Your Wisdom and Experience to the Next Generation

Each person accumulates a wealth of knowledge, experiences, and values throughout the course of their life. Regardless of whether you are financially wealthy, you have a great deal to share with your loved ones. An ethical will, sometimes also called a legacy
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Who’s On Your Team?

Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so (i) you can be taken care of during times when you are unable to care for yourself, and
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Strategies to Protect Your Estate from Taxes

You’ve worked hard and made smart choices to set your family up for long-term success. As you begin the estate planning process, however, the impact of estate taxes becomes too obvious to ignore. Imposed upon the overall value of an estate at
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National Adoption Month: Taking Care of Your New Family Member

November is National Adoption Month, which is aimed at raising awareness about adoption and about the children who need permanent, loving homes. Thousands of children are adopted each year, bringing much joy to their adoptive families. If you are in the process
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Estate Planning Awareness Week: The Importance to You and Your Family of Having an Estate Plan

In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Nevertheless, according to a 2019 survey
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Funeral Planning: How a Remembrance and Services Memorandum Can Help

No one enjoys thinking about their own funeral, but making those arrangements in advance yourself may be one of the most thoughtful acts you can do for your loved ones. More and more people are including funeral planning as part of their
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The ABCs of RLTs

You may have heard of a revocable living trust (RLT), which is a commonly used estate planning solution. But what exactly are they, who is affected by them, how can they be changed, and what do they accomplish? What Are They? Trusts,
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It’s Planning Season on the Farm

For each season, there is planning that you must do on a farm. In order to be successful, the planning must be done thoughtfully and in advance. Your life is no different. To properly plan for the next season in your life
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