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How to Choose Wisely: Tips for Selecting Your Trustee


When you set up a trust, you want to pick someone to take care of the trust and the instructions that come with it if you were to become incapacitated…

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How Does Your Life Insurance Policy Fit into an Estate Plan?


If you have an estate plan, do you still have a need for a life insurance policy? Even if you have plenty of assets to pass down to your loved…

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Why You Should Have an Advanced Health Care Directive


Life is filled with twists and turns that no one can expect. So while it may be more comfortable to assume that nothing will ever happen to you and go…

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What to Know About Estate Planning and Dementia


As symptoms of dementia set in, it is essential to get your estate plan in place if you haven’t done so already. Your capacity to make financial, medical, and planning…

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5 Estate Planning Tips for Business Owners


As a business owner, your assets are likely more extensive than someone who does not own a business. Therefore, it is necessary to prepare for the future of your business…

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All About Appointing Guardianship in Estate Plans


You may find it challenging to talk about what would happen to your children if you and your spouse were to pass away. No one wants to imagine such a…

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What Is the Difference Between a Revocable and Irrevocable Trust?


A trust is a key component of estate planning that is used to pass down assets to beneficiaries while avoiding probate and minimizing estate taxes. There are two kinds of…

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What Is the Difference Between Estate Planning and Retirement Planning?


Estate planning and retirement planning are essential for ensuring financial stability for you and your loved ones late in life. While both are equally important, they are quite different from…

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How to Bring Up Estate Planning During Holiday Gatherings


As people come together for the holidays, the topic of estate planning may sound morbid or awkward to discuss. However, it is so important to have these conversations with your…

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Who Will Be Affected by a Potential Tax Increase in 2022?


The proposed tax legislation is not yet passed, but if it does, it will take effect in 2022. President Biden has promised not to raise taxes on households that make…

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