Don’t Make These Common, Expensive Mistakes: How to Leave Assets to Minor Children

Most parents want to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles, and good friends sometimes want to leave gifts to beloved young children too. Unfortunately, good...

Life Events that Require a Review of Your Estate Planning

Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated and upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts, estates,...

Make Reviewing Your Estate Plan One of Your New Year’s Resolutions

The beginning of a new year is a good time to take a look at your estate plan to make sure it is up to date. Less than half of people in the US actually have any estate planning documents in place and many of those people may have outdated documents. Documents that...

Protect Your Heirs – Reconsider Outright Gifts and Inheritances

How to Protect Your Heirs and Your Legacy from Bad Decisions and Outside Influences Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance to protect your heirs isn’t as hard as you might think. –...

The Pitfalls of Using Beneficiary Designations as Your Estate Plan

What Are Beneficiary Designations or Transfer on Death Designations? Many people use beneficiary designations as an alternative to doing proper estate planning.  Why not?  It’s quick and easy!  It avoids probate! It allows you to rest easy that you have provided...

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