Do It Now: Name a Guardian for Your Minor Child(ren)
We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to consider. But you must. If you don’t, a stranger [...]
Why You Need More Than Just a Financial Plan?
If you want to leave a robust financial legacy for your family, a financial plan alone is like trying to guide a boat with just one oar. It is only part of the [...]
New Legislation Could Mean the End of Estate Tax and GSTT
On January 24, 2017, the Death Tax Repeal Act of 2017, or H.R. 631, was introduced to the U.S. House of Representatives by South Dakota congresswoman Kristi Noem. If passed, H.R. 631 would [...]
Factoring Long-Term Care Into Your Estate Plan
Many people think estate planning means focusing on what will happen to their money and assets after they pass away. But that misses a significant consideration, the need to plan for long-term care. [...]
Estate Planning for Unmarried Couples Living Together
Whether one condone or condemn it, the trend of couples living together without being legally married (cohabitation) is continuing to increase in today’s society. With more couples holding off on marriage for whatever [...]
Quick Guide on the Impacts of Trump’s Presidency on Estate Planning
With Inauguration Day right around the corner, here's what you need to know about planning your estate under the incoming Trump administration and Republican-controlled Congress. President Trump’s tax plan A new president usually [...]