With only a handful of legislative days remaining in 2017, many Americans are waiting with bated breath to find out when (or if) President Trump’s proposed tax reform plan will change the tax landscape. As you already know, any changes to tax policy may mean you’ll need to revisit certain parts of your estate plan to... Read More
(Finally) Finishing Your Tax Returns Isn’t the Final Step You may already be done with your tax returns (or maybe you even finished them in time for the April deadline!). October 16, 2017 is the deadline to file your 2016 federal and state income tax returns. But even after your returns are filed, there are still a... Read More
There’s no perfect time to broach the subject of estate planning with your family. We all know that everyone passes away eventually, but many of us often want to conveniently forget that reality. Faced with the decision between taking the initiative to start a family discussion about estate planning and putting it... Read More
Why Ignoring the Importance of Incapacity Planning Can Have Serious Consequences It’s a common misconception that all your efforts to create a comprehensive estate plan are focused on what happens after your death. That is very much not the case, and it’s a dangerous misconception to plan by. Estate planning... Read More
Why You Should Think Twice Before Ruling One Out When most people hear the term “dynasty trust,” they assume it’s something for only the wealthiest of families. However, dynasty trusts are not as out of reach as you might think, and can be used by many more families of a greater wealth spectrum than currently use... Read More
How We Can Future-Proof Your Estate Plan The recent political news cycle has been nothing if not lively. Are you concerned about how your taxes, healthcare, and trusts might be impacted by changes in our government under the new administration? If so, you are not alone: Considering how many twists and turns the first... Read More
Learn How These Special Trusts Can Help Reduce Income Taxes Community property trusts can save your family tens of thousands of dollars in capital gains taxes, and that’s just one of their many benefits. This lesser-known strategy isn’t right for everyone, but for households that can make the most of it, it’s a... Read More
Why It’s the Perfect Time to Set Your Kids Up for Success As spring break swiftly approaches, the parents of young adults experience a mixed bag of emotions. It can be exciting to see your children branching out and becoming successful adults in their own right — a time full of hard work and self-discovery that... Read More
As Valentine’s Day brings heart-shaped chocolate boxes and roses by the dozen into your imagination, seize the moment to learn about the drawbacks of “I love you” wills and introduce yourself to the estate planning move that’s actually going to ensure you do well by your loved ones: a lifetime beneficiary trust. Rise... Read More
Welcome to 2017! We hope you’re recovering nicely from the holidays and settling back into a routine. As you assess your goals for the year ahead, take a moment to review your legacy planning. You’ve hopefully already handled a few key pieces—set up and funded a trust, signed a will, created a power of attorney, etc.... Read More
