What Is the Estate Tax?
If you're thinking about planning ahead for your financial future in your own life and what happens to your assets after you pass away, you may be curious about ...
Have You Thought About Or Documented Immediate Action Steps If You Were To Pass Away?
The process of estate planning asks you to think about many things that are important to you, the assets you own, the liabilities that may be owed to creditors, ...
Why Create a Revocable Living Trust in Addition to A Will?
Many different estate planning tools can be used to help you accomplish your overall goals. These may address individual aspects of your estate plan but also wo ...
Can My Roth IRA Be An Estate Planning Tool?
Roth IRAs allow you to pass along as much wealth as possible to your heirs if they are structured appropriately. With the SECURE Act, the opportunity to use a R ...
What Does It Mean To Say A Power Of Attorney Is Springing?
Writing a power of attorney is an important part of your estate plan. This ensures that you have appointed a chosen and trusted agent to step in and manage your ...
Appreciation’s Impact on Your Gifting Strategy
As you revisit your estate plan and consider making alterations heading into 2023, it's important to think about what you intend to pass on to your loved ones a ...