Estate Planning 101: The Basics

In preparation for the upcoming tax season, you may have already begun gathering some paperwork, like you property tax bill, year end mortgage statement, or final pay stubs.. Although filing your income taxes is different than putting your affairs in order, you’re...

Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent

There is a common misconception that estate plans are only for the ultra-rich – the top 1 percent, 10%, 20%, or some other arbitrary determination of “enough” money. In reality, nothing could be further from the truth. People at all income and wealth levels can...

What to Expect from Estate Planning in 2018

As we all look ahead to 2018, let’s consider a few things to watch regarding estate planning, so you and your family can be completely protected. ●     The death tax. The death tax has been in a state of flux ever since the early 2000s when the Bush administration’s...

How Do I Protect Rental Property That I Own?

How Proactive, Comprehensive Estate Planning Can Help A comprehensive estate plan should address all of your assets. For most people, an estate plan must include three common categories: (1) your home; (2) financial accounts, like your checking and savings account;...

Can I Bequeath My Frequent Flyer Miles?

If you’re a frequent airline traveler, one of your estate planning concerns may be what will happen to your accumulated miles once you’re gone. They could be worth thousands of dollars, so you probably don’t want them to just disappear, but some airline policies say...