Estate Planning

Estate Planning is a Women’s Issue

Estate planning issues usually have a larger impact on women than men because wives tend to outlive their husbands. Women are often younger than their husbands and have a longer life expectancy. As a result, the burden of estate administration usually falls on women.

2019-10-01T09:30:13-04:00September 14th, 2019|Women's Estate Planning|

I’m Not Married and I Don’t Have Any Children – Do I Still Need an Estate Plan?

I’m not married and I don’t have any children - do I still need an estate plan? The answer is always YES!  If you have any assets at all you need an estate plan.

I’ve Been Named Executor of My Loved One’s Will – Now What?

Being named the executor of a will is a big responsibility.  It can be overwhelming and confusing at times, especially when that person is also dealing with the grief of losing a loved one.

What Happens to an Estate Plan When One Spouse Dies?

No one really wants to think about what it will be like when their loved one passes away.  It is hard enough for people to take the step to plan for such an event—let alone really understand the steps they will have to take when that time comes.

Charitable Remainder Trust – Increase Income, Save Money, Benefit Charities

We have had several clients through the years who express interest in donating to a charity when they pass. While there are many ways to go about this, using a charitable remainder trust (CRT) can provide benefits to the donor during one’s life as well as accomplish a person’s final wishes.

Could a Special Needs Trust be Right for Me?

Estate planning when you have a child with a disability can be exceptionally painful and scary.  No one wants to think about what could happen to their child when they are no longer here to take care of them.  There are several tools that exist to help people in this situation.  One is called a Special Needs Trust.

What is Estate Tax and Will My Family Have to Pay When I Die?

Will my family have to pay estate tax when I die? This is an extremely common question that we are asked. The last thing you want your loved ones to have to worry about when you die is paying taxes on anything you have left to them. 

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