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Blog Posts in 2016

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  • Charitable Trusts Explained
    Charitable Trusts Explained

    One of the major questions people have regarding estate planning is how to avoid taxes and other costs that would diminish the size of their estate. While there are several ways to avoid state and ...

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  • Retirement Account Beneficiary Forms
    Retirement Account Beneficiary Forms

    If you’ve every filled out an IRA, Pension Plan, 401(k) plan, or other retirement plan form, you realize the complexity that is involved in the process. But don’t allow the complexity to distract you ...

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  • When Should You Update Your Will or Trust?
    When Should You Update Your Will or Trust?

    While some people may not have taken time to create a will or trust (and we suggest you do so promptly), others have had a will or trust for many years. But how can you be sure your will or trust is ...

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  • Estate Planning Before It's Too Late
    Estate Planning Before It's Too Late

    As many people grow older, they seem to lose track of time when it comes to estate planning and creating a will. Too often, children are left trying to create a will for their parents after they’ve ...

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  • Why Staying Active is Important as We Age
    Why Staying Active is Important as We Age

    As our bodies grow older, they slow down and tend to want to move as little as possible. After all, we’ve spent our lives keeping up with the rat race, rushing between appointments, caring for ...

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  • The Three Types of Special Needs Trusts
    The Three Types of Special Needs Trusts

    When debating whether to establish a Special Needs Trust (SNT) for yourself (if you are the one who is disabled) or a loved one, you must consider which type of trust is best for you. Here are three ...

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