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…
100 Things to Do While Stuck Inside Due to a Pandemic
100 Things to Do While Stuck Inside Due to a Pandemic As concerts are postponed, sporting events are canceled, schools are closed and tourist hot spots are shut down, experts recommend that even those who show no sign of illness stay home during…
A Letter of Instruction Can Spare Your Heirs Great Stress
A Letter of Instruction Can Spare Your Heirs Great Stress While it is important to have an updated estate plan, there is a lot of information that your heirs should know that doesn't necessarily fit into a will, trust or…
Don’t Give Your Adult Kids Your House
Don’t Give Your Adult Kids Your House Gifting a house outright to an adult child or adding them to the property's deed may avoid the hassle of probate, but doing so may bring along its own slew of issues. These…
Distributing Inherited Assets in Many Accounts
I am my late brother’s sole beneficiary on various investments held at different investment companies. I would like to divide the assets equally among three relatives.
What Should I Know about Guardianship?
One of the key functions of the family law system is to ensure that children are looked after appropriately. This is the basis for the doctrine of legal guardianship.
What are Some Good Estate Planning Ideas in the Pandemic?
The reality of COVID-19 has forced many individuals to address the ‘what if’ scenarios that were previously unthinkable, or at least the situations that no one ever wants to talk about or deal with.
How to Talk to a Parent Suffering from Alzheimer’s or Dementia during the Pandemic
We are at a critical time during the COVID-19 pandemic. While everyone is on edge, and being inundated with news headlines and new statistics, one population we should keep top of mind is our older friends and families, especially those with cognitive impairment, dementia and Alzheimer’s disease.