Steps to Take When a Loved One Dies
When a member of your family dies, you could be left to pick up the financial pieces. Finding all the information you need can be challenging.
Fearing COVID-19, Older People Alter Their Living Wills
Fearing COVID-19, Older People Alter Their Living Wills Fearing COVID-19, Older People are Altering Their Living Wills. Minna Buck, 91, had been following the craze surrounding COVID-19. Last month, Buck decided to revise a document specifying her wishes if…
How to Keep the Family Vacation Home in the Family
Is it time you made a decision on the future of the wonderful getaway that everybody loves but only you maintain?
How Family Businesses Can Prepare Now for Future Tax Changes?
Coupled with the upcoming presidential election, small to mid-sized business owners are faced with a slew of financial decisions that could impact the wealth of their business and the legacy they leave to their successors.
What Should I know about Financial Powers of Attorney?
Has a loved one named you their financial power of attorney? Are you ready to take on all the responsibilities that entails? Hopefully, you won’t be called into action anytime soon, but with the coronavirus pandemic continuing, it’s something to think about.
Do I Need an Estate Plan with a New Child in the Family?
If you have children or are expecting one, you may also want to take the three big estate planning steps that we did.
How do I include my Grandchildren in my Estate Plan?
How do I include my Grandchildren in my Estate Plan? Grandchildren are often on the minds of those doing estate planning; learn the best strategies for including them in your plan. Similarly to planning the transfer of assets to your…
10 Reasons Why You Need A Trust
10 Reasons Why You Need A Trust Christine Fletcher Contributor If your estate is not subject to estate taxes now, it may be in a few years. Clients often ask, “Why do I need a trust?” This question comes…
Estate Planning for Family-Owned Farmland
Estate Planning for Family-Owned Farmland JANUARY 3, 2019 | POSTED IN: WEALTH STRATEGIES Family farms, particularly in the Southeastern and Midwestern United States, are often maintained for generations. In many cases, these are one of or the dominant asset in the…
5 Estate Planning Strategies to Keep Your Money in the Family
5 Estate Planning Strategies to Keep Your Money in the Family The inheritance you leave could still be eaten away by taxes and expenses. Here are five strategies to avoid that. By Maryalene LaPonsie, Contributor Nov. 19, 2015, at 11:07 a.m. 5…