Estate Planning and Incapacity
Although often overlooked, planning for times where you may be lacking mental or physical capacity to handle your own financial...
“Deathbed Gifts” and the IRS
The IRS has many rules regarding the actions taken by taxpayers within three years of their death. A recent Tax...
Funding your Trust
Without any additional action, a Trust is simply a legal document. If there are no assets titled under the Trust,...
Estate planning is not “One Size Fits All”
You may be thinking "I just need a simple will." While it sounds convenient, usually this is not the client's...
Complete the Strategy!
Many wealth management and estate planning strategies are at least two-pronged and require the Client to take action on all...
Keeping track of your assets
Do you know where your assets are? Do you know how they are held? If you answered no to either...
Review your estate planning documents
If you haven't reviewed your estate planning documents in a few years (or more), you should. Both state and federal...
Choosing a Personal Representative for your estate
Many clients want to select a Personal Representative (Executor if you are in other states) based on feelings or sentimentality....
Residency matters
Where you live and work matters for estate planning! Where your personal representatives, trustees, and beneficiaries live and work also...
When do I use my estate planning documents?
Your documents are written with very specific direction for different stages of life and for after your death. For example,...