November 15, 2022

2023 Estate and Gift Tax Exemptions Set to Increase: What Does This Mean for You?

Tax planning and wealth transfer go hand in hand. Due to a significant increase in the tax exemption amount set for 2023,…

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November 1, 2022

A Few Pros and Cons between Revocable and Irrevocable Trusts

The two basic types of trusts are the revocable trust and the irrevocable trust. A trust is an effective estate planning tool….

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October 18, 2022

I’m Healthy, Should I Consider Long Term Care Planning?

The cost of long term care is one of the biggest expenses incurred by elderly and disabled individuals. People that are young…

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October 4, 2022

I’m Ready to Start the Estate Planning but My Spouse is Not

Whether you are young newlyweds just starting out or a seasoned couple celebrating 25 years together, no one wants to think about…

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September 20, 2022

The Life Estate Deed: Is It for You?

You may not know exactly what probate is, but chances are you’re aware it’s something to avoid if possible. If you’re researching…

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September 6, 2022

Estate Planning: Free Consultation vs. Fee-Based Consultation

Some estate planning attorneys offer a free initial consultation. Others do not. What’s the difference and which scenario works better for you?…

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August 23, 2022

Charitable Giving: Testamentary Gifts

There are many people who are in a position in their life where they have the wealth that they can give money…

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August 9, 2022

Important Things Your Agent Under a Health Care Proxy Needs to Know

Your health care proxy serves an incredibly important role in your overall estate plan. Who would you want speaking for you in…

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July 26, 2022

Common Mistakes: Preparing Young Adults for College

Preparing to go to college is an exciting time for any young adult. There are a lot of considerations that parents and…

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July 12, 2022

Special Needs Trusts

Parents frequently wonder what the future will be like for their children. When a child has special needs, though, their parents may…

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