When Is The Best Time For Estate Planning? Before Incapacity or Death!

When Is The Best Time For Estate Planning? Before Incapacity or Death!

People often ask us: “When is the best time for estate planning?” The best answer to that question is: Before you die, or become incapacitated! If you can tell me when you are going to die, I can tell you the ideal time to engage in the art and science of...

Do You Own Rental Property? How Proactive, Comprehensive Estate Planning Can Help

A comprehensive estate plan should address all of your assets, and if you own rental property it should include appropriate asset protection considerations. For most people, an estate plan must include three common categories: (1) your home; (2) financial accounts,...

Helpful Tips for Family Caregivers of Loved Ones with Alzheimer’s Disease

November is National Family Caregivers Month. More than 15 million American family members care for loved ones with Alzheimer’s disease. Here are some tips provided by the Alzheimer’s Association to help those providing care for family members who have...

When Your Child Turns 18 Take These Important Three Steps

If your child has reached the teenage years, you may already feel as though you are losing control of her life. This is legally true once your child turns 18 because the state considers her to be an adult with the legal right to govern her own life. Up until your...

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,...

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