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Preparing Your Beneficiaries for Their Inheritance20210901150247

Preparing Your Beneficiaries for Their Inheritance

September 1, 2021
Preparing Your Beneficiaries for Their Inheritance A good estate planning attorney will help you prepare your assets to pass effortlessly and safely to your loved ones. Together with your attorney, you will carefully and thoughtfully consider the most effective plan for your unique situation using a...
How to Maintain Family Harmony When You’re Gone20210803134548

How to Maintain Family Harmony When You’re Gone

August 3, 2021
How to Maintain Family Harmony When You’re GoneWhen they first come to our office, most of our clients say that one of their highest priorities is minimizing any family fighting when they die. We’ve all seen it: the day that someone dies family members start raiding the house. One sibling feels left...
The 3 Biggest Challenges in Setting Up Your Estate Plan20210728111238

The 3 Biggest Challenges in Setting Up Your Estate Plan

July 28, 2021
Only 30% of Americans have a Will or another kind of written estate plan in place. Compare that with the percentage of Americans who will die someday, and you see we have a really large gap.Why do so many people not have any kind of plan in place to help their loved ones when they die? Over the 16 y...
To Roth or not to Roth20210713112600

To Roth or not to Roth

July 13, 2021
Tax advantages for IRA conversionsA good financial advisor will use different tools available in order to blend your retirement income to minimize income taxes. Those tools may be distributions from a traditional IRA, dividends, or taking profits from brokerage accounts, pensions, and social securit...
What to Do When a Loved One Dies20210624122917

What to Do When a Loved One Dies

June 24, 2021
I’ll never forget the morning after my mom died. It certainly wasn’t a surprise, she had declined slowly over more than 20 years with early-onset Alzheimer’s Disease. But as I walked through the grocery store to pick up snacks to get me through a day of mourning and planning her memorial service I f...
The Five Most Common Successor Trustee Mistakes (and How to Avoid Them)20210527151733

The Five Most Common Successor Trustee Mistakes (and How to Avoid Them)

May 27, 2021
What is a benefit of a revocable living trust?Bob and Edna Wyatt came to see us when Bob’s health began to decline. An important part of their estate plan was the joint revocable living trust. As the trustors or grantors of the trust, they each and both enjoyed all of the powers defined by the trust...
Is it time to re-allocate some of your assets?20210427111910

Is it time to re-allocate some of your assets?

April 27, 2021
A New Interest Rate EnvironmentMost people hold bonds as a conservative posture in their portfolio because they are perceived as steady and consistent investment structures, a perception well founded since the mid 1980s when interest rates started to decline. Now, however, bonds are exposed to great...
Why you should barely notice a good estate plan in an emergency.20210312091131

Why you should barely notice a good estate plan in an emergency.

March 12, 2021
My friend and her husband arrived at the surgery center on a sunny Friday morning. She had tucked the envelope with his medical directives in her purse as they left the house, knowing they wouldn’t be necessary. But Amy is always prepared, and that’s how she showed up for his minor surgery--ready fo...
How to Actually Support Your Loved Ones20210216152439

How to Actually Support Your Loved Ones

February 16, 2021
A few weeks ago someone near and dear to me landed in the hospital. As the acute situation was resolved over the next couple of weeks, she was diagnosed with a serious and potentially life-threatening medical condition.This one hit me hard, and I wanted to do something – anything! – to make things b...
How to Avoid Estate Planning and Probate Scams20210121114026

How to Avoid Estate Planning and Probate Scams

January 21, 2021
How to Avoid Estate Planning and Probate ScamsHow disappointing and frustrating it would be to spend thousands of dollars on an estate plan to protect you and your loved ones, or to pay money to receive a large inheritance you desperately needed, only to find that you’ve paid someone who has run off...
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