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...

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,...

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

The Tax Cut and Jobs Act (TCJA) is now officially law. Both the House and Senate passed the new tax reform bill in December with straight party-line votes and no support from Democrats. President Trump signed it into law right before Christmas. It is the first...

The Perils and Pitfalls of Joint Ownership of Assets

People often set up bank accounts or real estate so that they own it in joint ownership with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property without it having to go through...

How to Protect Your Child’s Inheritance from An Untrustworthy Spouse

Parents who develop an estate plan often do so to provide for their heirs financially. They, like you, want to protect your child’s inheritance from an untrustworthy spouse. Many want to make sure hard-earned assets, family heirlooms, or closely held businesses...

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. –...

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