End of Year? Good Time to Review Estate Plan
The new tax laws offer some opportunities. Have you taken the laws into consideration? With the Tax Cuts and Jobs Act in place, the end of the year is a […]
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Estate Plan Is Done but Is the Job Finished?
As life progresses, an estate plan often becomes even more important to you and your family. As a person’s life progresses and the difficulties that can arise do, they are […]
Read MoreIncluding Intellectual Property in Your Estate Plan
When most people think about estate planning, they picture a will that divides up money, property, and family heirlooms. But for many, intellectual property—things you’ve created, invented, or branded—can be […]
Read MoreKeep Your Estate Plan Current with Your Life
So, just what is going on with your life, the kids, your health, their health, their future plans? Don’t just ask for the proper documents to create an estate plan. […]
Read MoreHigher Earning Couples Can Benefit from New Tax Laws
It is important to understand the new tax laws and your opportunities. There has been considerable dialogue about the individual income tax rates in the new tax laws. However, there […]
Read MoreWhat Heirs Often Don’t Realize About Their Role in Probate
When someone passes away, heirs often assume their role is passive, simply waiting to receive their inheritance. In reality, heirs are often more involved in the legal, financial, and practical […]
Read MoreMeet the Legacy Duck—The Pride of Finishing Strong
We have reached the final week of Feel Good February! Over the last three weeks, we’ve secured your team with the Guardian Duck, organized your assets with the Treasure Duck, and ensured your personal care with […]
Read MoreCan I Give My Kids Their Inheritance Before I Die?
Many parents want to help their children when it matters most, not just after they’re gone. Whether it’s helping with a first home, college tuition, or starting a business, the […]
Read MoreShould I Put Money in a Trust For My Children?
When you’re thinking about your children’s future, the idea of leaving them money probably comes with a mix of love and concern. You want to provide for them, but you […]
Read MoreBusiness Succession Trusts
If you own a business, you’ve likely poured years of time, energy, and resources into building it. But what happens when you’re no longer at the helm? A thoughtful succession […]
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