Do you think of your pet as a family member? If the answer is yes, it’s imperative that you create not just a pet trust but a rock-solid pet trust that...
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What are the Five Components of Estate Planning?
A complete and up-to-date estate plan is something that every adult should have. The benefits of well-done estate planning are enormous - not only peace of...
Planning for Your Child with Special Needs: Why Special Needs Trusts are Important
Planning for Your Child with Special Needs: Why Special Needs Trusts are Important  Planning for their child's future is a top priority for any...
5 BY 5 POWER IN TRUST
5 BY 5 POWER IN TRUST What is a 5 by 5 Power in Trust? Â A 5 by 5 Power in Trust is a clause commonly used in trusts. By its inclusion, it allows a...
Special Needs Trusts for People with Disabilities
Special Needs Trusts for People with Disabilities What is a Special Needs Trust? A Special Needs Trust (SNT) is an estate planning tool that...
My Loved One Has Passed and I’m the Executor of the Estate. What Do I Do Now?
My Loved One Has Passed and I’m the Executor of the Estate. What Do I Do Now? Are you concerned about how to stay organized while dealing with...
ARE YOU SECURE FOR ’24?
ARE YOU SECURE FOR ’24?  WHAT IS THE SECURE ACT? The SECURE Act stands for Setting Every Community Up for Retirement Enhancement Act. Signed...
SLAT: Take Advantage of Tax Exemption Strategy
SLAT: Take Advantage of Tax Exemption Strategy What’s SLAT? SLAT stands for Spousal Lifetime Access Trust. It is an irrevocable trust that one spouse...
Using an Intentionally Defective Grantor Trust
Using an Intentionally Defective Grantor Trust What is an IDGT? An intentionally defective grantor trust (IDGT) is a tool used by...
ESTATE PLANNING: BE ALERT!
ESTATE PLANNING: BE ALERT! It’s been a long time since Bob Dylan sang, Oh the times, they are a changin’. One thing’s for sure, though: change is...
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Tax Proposals Affecting Wealth Transfer: Things to Consider in Your 2025 Estate Plan
The Trump Administration Has Proposed a Couple of Significant Shifts in the Estate Planning Landscape: A Potential Repeal of the Federal Estate Tax. The current estate tax exemption is $13.99 million per person and is scheduled to decrease to approximately $7 million...
Do I Need a Pet Trust?
Do you think of your pet as a family member? If the answer is yes, it’s imperative that you create not just a pet trust but a rock-solid pet trust that precisely covers every detail required to plan for the care of your pet when you are no longer able to. Simply put,...
What are the Five Components of Estate Planning?
A complete and up-to-date estate plan is something that every adult should have. The benefits of well-done estate planning are enormous - not only peace of mind, but also organization for your thoughts and decisions about your financial life. But too many people put...
March is National Disabilities Awareness Month
Why We Celebrate People with disabilities were once relegated to the classroom at the end of the hallway or dumped into institutions where they stagnated, their unique skills and abilities unrecognized and undeveloped. President John F. Kennedy in the 1960’s brought...
What Age Should I Start Creating an Estate Plan?
A big part of being an adult is anticipating and preparing for your own future, even when that means thinking many decades ahead. Given this fact, every legal adult should have an estate plan. Even if you don’t yet have much in the way of assets or financial...