All Posts

Why do we default to the same individual serving as- Power of Attorney, Executor, and Trustee?

This is a one page description for clients with insights to consider for the 5 primary questions they will need to consider...

This quick video explains how the documents in a Trust-Based Estate Plan work together. (3 min.)

Confidence is the cornerstone of success in financial advising. When you feel confident, you communicate clearly, build trust, and close...

Confidence drives success. When you feel empowered, you make better decisions, communicate clearly, and build stronger client...

This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year.

What is going to happen to "my stuff"? What are beneficiary restrictions and designations? Where do I leave gifts to charities and individuals? What is the difference between specific gifts and personal property?

Basic estate planning techniques for todays modern blended family.

What is "reasonable compensation" for trustees? How beneficiaries may ensure it is reasonable.

Why you should consider equitable distributions to children when family businesses or prior monetary gifts are involved. How flexible provisions and careful planning can help.

Why you should be over concerned with creating a irrevocable trust, even in a state that favors them.

Why a marital or joint trust is the default for married couples. Why separate or individual trusts may not be necessary.

Should surviving spouses be allowed to amend a marital trust?

How can a trust protect my heirs from creditors and divorce settlements?

Homestead Exemption - Simplified How does it protect me and how much is protected from creditors?

The key difference between an immediate power of attorney and a springing power of attorney lies in when they become effective.