What if You Don’t Die?

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...
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Have You Considered a Dynasty Trust for Your Family’s Estate?

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...
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Are You Familiar With Community Property Trusts?

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...
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Estate Plans for College Students and Other Young Adults

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...
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Why “I Love You” Wills Really Don’t Say “I Love You”

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...
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The Flexible Protection of Trust-Based Planning

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....
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How to Avoid Sending Your Assets and Loved Ones Into Probate Court

Over the years, we’ve discovered that many people make a BIG mistake, catapulting their assets and loved ones right into the court system. Most of our clients want to avoid probate because it has a reputation for being expensive, time consuming, stressful – and public, meaning anyone anywhere can see who got what and...
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Talk to Your Family over the Holidays about Your Estate Plan

Many of us labor a lifetime to build up our assets and fight for causes that matter to us. Few things are more fulfilling than the thought of sharing wealth and legacy with our family. Of course, it’s impossible to plan for every eventuality, but careful planning can mitigate against the two primary risks. a)    Your...
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Act Now, Save Later

10 Year-End Tax Planning Strategies to Discuss with Your Financial and Tax Advisor Before the Holidays As summer draws to a close, tax time seems like a world away for most of us. We’re preoccupied with squeezing in that last vacation and/or getting the kids ready to go back to school, and once we settle into our...
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