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
Read More

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
Read More

Traditions, Gifts, and Giving

For many of us, there’s nothing more heart-filling than the sight of a Christmas tree, glowing and luminous, with piles of colored gifts below. It takes us back to all of those happy holiday memories: the house full of family and fun,
Read More

Creating a Legacy with Holiday Gifts: Looking Beyond the Top Ten Gift Lists

The holidays can be such a joyful time, a time of traditions and family: the annual neighborhood ugly sweater party; the yearly family photo by the fireplace, children growing each year; the squeals of grandchildren as they set out cookies for Santa
Read More

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
Read More

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
Read More

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
Read More

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,
Read More

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
Read More

Planning for Your Vehicle: Is It Part of Your Estate?

  Have you considered what will happen to your vehicle when you pass away? In 2019, it is projected that there will be 281.3 million registered vehicles in the United States. Your vehicle is a valuable asset—as well as a potential source
Read More

When Your Spouse and You Profoundly Disagree About Estate Planning

Disputes over inheritance can get ugly, quickly. What happens when loved ones disagree about estate management, even at the planning stage? Resolving these disputes can be critical, because disputes over inheritance can be devastating to a family, both emotionally and financially. If
Read More