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Recent Blog Posts

Estate Planning

June 5, 2013
Estate Planning for Unmarried Partners Part One: Planning for After Death

June 12, 2013
The Value of Having a “Plan” in Estate Planning

Probate

June 19, 2013
Should You Disinherit a Child?

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The Wealth Advisor Newsletters

Estate Planning Pop Quiz

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Include a Family Meeting in Your Next Family Reunion

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National Safety Month: A Revocable Living Trust as Your Tool for Safety

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Two Essential Things to Add to Your Moving Checklist

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In Honor of Earth Day, Consider Some Eco-Friendly Burial Options

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Using a Standby Supplemental Needs Trust to Protect Your Loved Ones

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Estate Planning Lessons We Learned from US Presidents

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Three Steps to Prioritize Your Happiness and the Happiness of Your Loved Ones

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Why You Might Not Want to Name Your Advisor as a Beneficiary

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What to Do If You Are in a Fender Bender and How It Might Affect Your Estate Planning

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Estate Planning Awareness Week: Don't Fall Victim to These Common Myths

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Preparing for the Reduction in the Estate Tax Exemption

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Planning to Receive an Inheritance

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How to Responsibly Leave an Inheritance to Your Grandchildren

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President Biden's First One Hundred Days: Looking Back and Planning Ahead

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The Pros and Cons of Powers of Appointments

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The Trust Protector: Your Guardian Angel

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Creating a Treasure Map: The Benefits of Preparing an Inventory before Death

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Is Your Estate Plan Incapacity Proof?

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Getting Ready for 2021

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Election Update: Planning under the Biden Administration

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Clarification to November 2020 Newsletter

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Protecting Your Significant Other's Future

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Protect Your Family from Lawsuits with a Domestic Asset Protection Trust

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Strike While the Rates Are Low: Low Interest Rate Planning Strategies for Passing on Your Wealth

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Preparing Your Beneficiaries to Receive Their Inheritance

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Retirement Account Basics for 2020

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Estate Planning as a Powerful Exercise in Optimism

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Financial Literacy Month: Are All of Your Financial Ducks in a Row?

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Celebrate Single Parent Day: Take Steps to Provide for Your Kids' Future

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No Clawbacks Allowed: What Does This Mean for You and How to Take Advantage of This Gift

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Millennials, You Need an Estate Plan Too

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Caregivers, You’re Not Planning Just for Yourself

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Steps to Take When a Loved One Dies

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Important Considerations for Beneficiary Designations of Life Insurance Policies

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When Is It Critical to Review Your Estate Plan, and Why?

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Niche Trusts: As Unique as You Are

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Your Vacation Checklist

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Want a Greater Sense of Purpose? Plan Your Legacy

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How to Coordinate Your Retirement and Estate Plans

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Your Personal Property Memorandum: 4 Tips for Success

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Five Key Considerations for Your Estate Plan

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3 Estate Planning Secrets the Wealthy Use That You Can Too!

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Estate Planning Projects to Tackle in the New Year

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2018 Midterm Elections: What Do They Mean For Your Estate Plan?

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Three Legal Strategies When Facing a Major Health Event

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What Do the New 199A Regulations Mean for You?

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Back-To-School Preparation: Not Just About the School Supplies

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Have You Taken Advantage of the Tax Cuts and Jobs Act Planning Window?

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Keeping the Peace After You Are Gone

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Planning for the Financial Future of a Troubled Adult Child

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Does Your Family Know About Your Estate Plan?

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Planning Your Summer Vacation? 5 Things to Consider Now

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Will My Debt Outlive Me? Your Questions About Debt After Death Answered

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How Tax Reform Will Impact You and Your Estate Planning

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Who Will Inherit Your Financial Wisdom? Passing on More Than Just Wealth

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One Year After the Historic 2016 Election: Strategic Estate Planning in Uncertain Times

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End the Year on a High Note with Up-To-Date Trust-Based Estate Planning

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Don't Put Off Till Tomorrow What You Can Do Today: Why It's Time to Talk with Your Family and Your Estate Planning Attorney

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What if you don’t die?

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Have You Considered a Dynasty Trust for Your Family’s Estate?

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Modernizing an Outdated Estate Plan

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Trump's First 100 Days: Looking Back and Planning Ahead

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Are You Familiar With Community Property Trusts?

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Estate Plans for College Students and Other Young Adults

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Why "I Love You" Wills Really Don't Say "I Love You"

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The Flexible Protection of Trust-Based Planning

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9 Financial Resolutions For A Happy New Year!

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Planning After the Election: What to Expect Under President-Elect Trump

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Talk to Your Family over the Holidays about Your Estate Plan

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Act Now, Save Later

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Planning for Blended Families: Second or Later Marriages and Divorce of Beneficiaries

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Expand Your Cast to Prevent Chaos

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Reconsider Outright Inheritances

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Beyond Wills and Trusts: 3 Documents Everyone Needs

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The Only Constant in Life is Change

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Dispelling a Malicious Myth: Irrevocable Trusts Aren’t Irrevocable

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Wills vs. Trusts: In Plain English

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How to Protect Your Retirement Account

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How to Avoid Sending Your Assets and Loved Ones Into Probate Court

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Is There an Income Tax Time Bomb Lurking in Your Estate Plan?

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Don't Miss Out on These Year-End Tax Planning Strategies

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The Lifetime QTIP Trust or How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy

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What's Hot in Estate Planning Right Now May Surprise You

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How Will the 2015 Supreme Court Decisions Affect You?

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The Shocking Truth About Asset Protection Planning

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Three Lessons Business Owners and Others Can Learn From the Estate Planning Mistakes of Farmers and Ranchers

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Three Liability Planning Tips for Physicians You Can Use Too

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How to Easily Integrate Asset Protection Trusts into Your Estate Plan

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It's Not Just Death and Taxes: You Need an Incapacity Plan That Works When It's Needed

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5 Ways to Modernize Your Estate Planning Using Flexible Trusts

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How to Avoid a Disastrous Will or Trust Contest

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How to Create a Successful, Multigenerational Wealth Transfer Plan

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Trust-Focused Strategies for Reducing Income You or Your Trustee Can Use Now

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Seven Trust-Based Asset Protection Strategies for You and Your Family

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Yes, Your Family Needs Asset Protection Planning

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How to Protect Inherited IRAs After the Clark v. Rameker Decision

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Warning: What You Don't Know About Income Tax Basis Could Hit Your Bottom Line

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The Most Important Parts of Estate Planning Can't Get Legislated Away

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Three Top Reasons to Update Your Estate Plan in 2014

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Planning with Execution

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Life Expectancy and Health Care Planning

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Why Estate Planning Is Still Important

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What the New Tax Law Means to You

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The Top Ten Reasons You Need to Do Estate Planning in 2012

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The Door Is Closing - Unique Gift and Estate Planning Opportunities in 2012

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Estate Planning - A Process, Not an Event

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An Introduction to Asset Protection Planning

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The Debt Ceiling Debate and the Estate Tax, Pets, Guns, and Alimony...What Could They Possibly Have in Common?

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Planning You Should Consider Now

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New FDIC Rules: Are You Protected?

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"Portability" of the Federal Estate Tax Exemption - What does it Mean?

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Planning for the New "Zero Percent" Tax Bracket & The Need for Life Insurance

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Planning for Pets

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Understanding the Significance of Trusts

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Planning for Disability

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New Law Creates Exciting Planning Opportunities

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Newsletters
  • The Wealth Advisor

    • Estate Planning Pop Quiz
    • Include a Family Meeting in Your Next Family Reunion
    • National Safety Month: A Revocable Living Trust as Your Tool for Safety
    • Two Essential Things to Add to Your Moving Checklist
    • In Honor of Earth Day, Consider Some Eco-Friendly Burial Options
    • View More
  • The Wealth Counselor

    • Estate Planning Pop Quiz
    • Your Role in a Client's Summertime Family Gathering
    • Helping Clients Protect Themselves and Their Loved Ones This National Safety Month
    • Three Things You Can Do to Help Clients with National Moving Month
    • Help Clients Celebrate Earth Day with These Environmentally Friendly Burial Options
    • View More

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