The Guidance You Need To Build Your Legacy START PLANNING TODAY

Blog

4 Reasons you can't afford to go without an Estate Plan

When it comes to putting off or refusing to create an estate plan, your mind can concoct all sorts of rationalizations: “I won't care because I'll be dead,” “I'm too young,” “That won't happen to me,” or “My family will know what to do.”

Read More

New Developments Transform the role Life Insurance plays in your Estate and Financial Planning

Within the past year, a combination of new legislation and the recent change of leadership in the White House and Congress stands to dramatically increase the income taxes your loved ones will have to pay on inherited retirement accounts as well as increasing the income taxes you owe on your taxable investments.

Read More

Moving to a new State? Remember to Update your Estate Plan

Although you likely won't need to have an entirely new estate plan prepared for you, upon relocating to another state, you should definitely have your existing plan reviewed by an estate planning lawyer who is familiar with your new home state's laws. Each state has its own laws governing estate planning, and those laws can differ significantly from one location to another.

Read More

13 Estate Planning terms you need to know

Assets: Generally, anything a person owns, including a home and other real estate, bank accounts, life insurance, investments, furniture, jewelry, art, clothing, and collectibles.

Read More