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Estate Planning Blog

July 18, 2024
Top Myths of Estate Planning

Having a plan in place ensures that your finances and health care are handled by someone you trust.

July 18, 2024
Should You Consider Planned Giving?

Givers are optimistic by nature—they believe that through donations and other charitable activities, they will beget change, even if the result is not immediate or tangible.

July 18, 2024
Healthcare Expenses for Retirees: How to Face Financial Strain

Retirees face high healthcare costs, spending an average of $7,540 annually. Proper estate planning helps manage these expenses and secure financial stability.

July 18, 2024
Can Estate Planning Reduce Taxable Estate?

Contrary to common belief, estate planning benefits aren’t exclusive to the ultra-wealthy. The mid-affluent—individuals and married couples poised for significant asset growth—should also consider their future tax exposure.

July 17, 2024
The Importance of Revocable Trusts in Estate Planning

Revocable trusts are a powerful tool for anyone’s estate planning. Use them to protect your assets during your lifetime, manage taxes and streamline inheritance.

July 9, 2024
Money Mistakes to Avoid when You’re Over 50

Financial planning is something that will constantly evolve throughout one’s life.

July 9, 2024
Why Do Older People Like to Have Cash Hidden at Home?

Members of older generations often perceive keeping cash, gold or other valuables at home as safer than keeping them in a bank, experts say.

July 9, 2024
How to Discuss Estate Planning with Your Aging Parents

Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.

July 9, 2024
How to Transfer Wealth to the Next Generation

There are important considerations as you approach financial planning to transfer wealth to future generations.

July 9, 2024
Planning for Retirement with a Special Needs Child

Planning for retirement when you have a child with special needs is difficult. However, you can overcome this challenge with thorough, strategic estate planning.

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