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How Should I Handle Memorabilia in My Estate Planning?

Memorabilia collections, by their nature, are specialized and unique. When considering your estate planning, it's important to think about what you require of your beneficiaries — if you’re not planning on selling your collection — and how you can make that process as easy as possible for your family. What will your spouse or children have to deal with as they dispose of the items?
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Do I Need an Estate Planning Attorney?

Estate planning involves organizing and managing the distribution of a person’s assets and property after death. Planning ahead of time can help ensure the distribution of your assets and property according to your wishes.
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Do Family Secrets Hurt Estate Planning?

A study by the financial services research firm reveals just how big a problem family secrets can be, as reported in Financial Advisor’s recent article “Family Wealth Transfers Undermined by Secrecy.” Most asset holders plan to share their wishes and intentions with family members before they die. However, the research reveals only about half actually…
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Three Ways to Making Trusts Millennial Friendly

If your estate plan benefits Gen Y (also known as Millennials) it’s important to design a trust that supports what makes them thrive.
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What Strategies Minimize Estate Taxes?

With 2022 bringing very little change to trust and estate law, 2023 remains a prime opportunity to take advantage of the favorable tax landscape.
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How to Avoid Common IRA Mistakes

Millions of Americans use both traditional and Roth IRAs to save for retirement. However, that doesn't mean they all have a full understanding of how IRAs work.
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How to Age in Place

Questions to help prepare for aging in place.
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What Documents are in an Estate Plan?

There are frequently asked questions that people have about revocable living trusts, wills, supported decision making agreements (new), powers of attorney and advance health care directives.
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Estate Planning for Different Ages and Stages of Life

An estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.
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Why are Trusts a Good Idea?

Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.
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