If you haven’t heard already, April is National Financial Literacy Month. You should expect to hear more about financial and estate planning during this month. The goal of Financial Literacy Month is to “alert, educate, motivate and assist the American …
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Reasons to do Estate Planning
As of January 2, 2013, the Federal estate and gift tax exemption amount has been permanently increased. If you pass away in 2013 and your lifetime and after-death transfers are under $5.125 million, your estate passes to your loved ones, …
How to Leave an Inheritance to your Spouse
If you are you married and you plan on leaving anything to your spouse when you are gone, you have lots of options. There are many ways to leave an inheritance to your spouse. If you are not currently or …
Recognizing the need for assistance
Things just aren’t the same anymore. Going up and down the stairs is a lot slower these days. Using a grabber is a lot easier to use than trying to bend down and pick things up off the floor. Going …
How to Protect Your Property From Yourself
If you are like most people, you are concerned about what happens to your property and other stuff after you become “old and funny.” You have worked hard your entire life to accumulate what you have and you want to …
With Estate Planning Fees You Get What You Pay For – Part I
I regularly get asked, “How much does a will cost?” Or, “How much is a trust?” Well, this is not a simple question to answer because a will or a trust is only a single component in an overall estate …
Newlyweds Need Planning Too
You are about to get married or have just been married. Would you like your fiancé or new spouse to be able to make decisions for you if you became mentally incapacitated as a result of an accident or injury? …
How to Leave an Inheritance to a Child or Other Beneficiary
You want to leave everything to your children or other beneficiaries after you are gone. If you are like many people whose estate plans I have reviewed, you may have just left outright distributions to them. However, when you leave …
How to Protect your Property From Yourself
If you are like most people, you are concerned about what happens to your property after you become “old and funny.” You have worked hard your entire life to accumulate what you have and you want to make sure it …