Blog Posts in Estate Planning

All Posts
  • Estate Planning for Blended Families
    Estate Planning for Blended Families

    In previous generations, the traditional nuclear family was the status quo. A married, heterosexual couple had 2-3 children, and those children grew up to have kids themselves. But divorce, ...

    Read More
  • Does Your Estate Plan Protect Your Adult Beneficiaries?
    Does Your Estate Plan Protect Your Adult Beneficiaries?

    If you think you only need to create discretionary lifetime trusts for young, troubled, or financially inexperienced beneficiaries, then think again. In this day and age of frivolous lawsuits and high ...

    Read More
  • Military Family Estate Planning
    Military Family Estate Planning

    No matter the time of year, it is always a good opportunity for members of the military and their loved ones to consider setting up — or revising an existing — estate plan . Military families need to ...

    Read More
  • Can I Make Estate Plans Without My Spouse?
    Can I Make Estate Plans Without My Spouse?

    The average American family has changed a great deal over the last few decades. The assumptions that a couple will share finances, tax obligations, and their last name do not necessarily apply in the ...

    Read More
  • Wrap Up the Tax Season with an Estate Planning Consultation
    Wrap Up the Tax Season with an Estate Planning Consultation

    Tax season is coming to an end, and hopefully you have already sorted everything out with the IRS. All around your home office, you probably have stacks of paperwork related to your assets, property, ...

    Read More
  • Luke Perry Protects His Family's Privacy Through His Trust & Estate Plan
    Luke Perry Protects His Family's Privacy Through His Trust & Estate Plan

    On March 4 th , 2019, the famous actor Luke Perry passed away due to a severe stroke suffered several days prior. The tragedy not only spread stroke awareness — strokes are not something that only ...

    Read More