Blog Posts in Estate Planning

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  • How to Avoid IRS Gift Taxes
    How to Avoid IRS Gift Taxes

    The Internal Revenue Service (IRS) watches the transfer of wealth carefully, and certain gifts can trigger gift taxes. Nevertheless, there are 3 easy ways you can avoid IRS gift taxes: Understanding ...

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  • How to Protect Your Estate for Future Generations
    How to Protect Your Estate for Future Generations

    There is an old quote, attributed to Andrew Carnegie, that says, “. . . shirtsleeves to shirtsleeves in three generations.” It sounds a bit cryptic today, but essentially, it means that anything you ...

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  • Why Unmarried Partners Should Care about Estate Planning
    Why Unmarried Partners Should Care about Estate Planning

    According to a 2019 survey conducted by the Pew Research Center , 7% of surveyed adults lived with an unmarried partner, up from 3% in 1995. More people are entering long-term committed relationships ...

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  • What Documents Can Unmarried Partners Use to Prepare for the Future
    What Documents Can Unmarried Partners Use to Prepare for the Future

    Although estate planning is important for everyone, it is particularly valuable for unmarried partners. With the right estate planning tools, you can help ensure that your partner can make important ...

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  • Planning Considerations for Unmarried Partners
    Planning Considerations for Unmarried Partners

    When it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and property, your desired level of protection from your partner’s ...

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  • 13 Estate Planning Terms You Need to Know
    13 Estate Planning Terms You Need to Know

    Estate planning is an incredibly important tool, and it’s not just for the uber-wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do. Estate ...

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