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How A Living Trust Helps Your Family

Posted on: September 14th, 2017
There are several parts to an estate plan, one of them being a living trust. Common factors that prompt someone to create a trust include privacy, tax benefits, avoiding probate, and caring for family members with special needs. Estate planning also lets you dictate how your assets will pass on to future generations after your death....

Estate Planning For the Newly Married

Posted on: September 12th, 2017
Now is the perfect time to start working on an estate plan—because, as newlyweds, you may not have a list of your accounts, but you've effectively just done a working inventory of your possessions—as you've figured out how to consolidate two households into one. You've already been working on the new banking and shared responsibility of bills and taxes and so forth....

The Perils of Joint Property

Posted on: September 7th, 2017
That's all well and good, but joint ownership can also cause unintended consequences and complications. And it's worth considering some of these, before deciding that joint ownership is the best way to pass on assets to your heirs....

Kids Going Away To College? Why You Should Include Estate Planning in the Preparation

Posted on: August 23rd, 2017
Actually, there is something, probably not yet on your to-do list, that absolutely can make all the difference. Bring your child in to us!...

If I Don't Have an Estate, Do I Really Need an Estate Plan?

Posted on: August 10th, 2017
You don’t need to have a summer house in the Hamptons or a private art collection big enough to rival MOMA to consider yourself the owner of an estate. In fact, virtually anyone who owns anything has an “estate” in the eyes of the law....

Estate Planning: Why Me, Why Now, and Is a Will Enough?

Posted on: August 7th, 2017
You may feel that you are not wealthy enough or not old enough to bother or care. Or you may already have a Will and feel that you are all set on that front. Whatever your current position, consider these common misconceptions about estate planning....
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