If you want to set aside assets for the college education of your child or grandchild,…
Category: ESTATE PLANNING
IRA RMDs Have Been Reduced for 2022
Your individual retirement account can be drawn upon during your retirement years, and if you do…
What Everyone Should Know about the New FDIC Regulations
Although revocable trusts are the centerpiece for many estate plans, many clients are confused by what…
Four Estate Planning Details You May Overlook
Everyone knows that estate planning involves the use of a will or a trust to state…
These Trusts Can Provide Estate Tax Efficiency
The estates of high-net-worth individuals can be heavily impacted by estate taxes. We are using the…
Mistakes to Avoid in Your Estate Plan
Creating a well-thought-out estate plan is one of the best gifts you can give to yourself…
Curating Family Photos with Martie McNabb
Have you inherited your family’s photo collection? Is it overwhelming your life? What can you do…
Will My Estate Go Through Probate?
The process of probate can be a factor when an estate is being administered. It serves…
Things You Need to Know About Medicaid Estate Recovery
The Medicaid program is important to many seniors for one compelling reason: Medicaid will pay for…
How Will You Manage Your Property If You Are Incapacitated?
Estate planning typically focuses primarily on how assets will be distributed after death. While you undoubtedly…