How Fathers Leave a Legacy of Caring

Father's Day Legacy

Congratulations, Dad. You’ve raised your children, who now have children of their own. Despite all the obstacles of recent years, the family is thriving. You feel good about how you’ve led your life and are hopeful about the years ahead. The next thing on your agenda: creating a legacy of caring for your family. This […]

What New Fathers Need to Know About Estate Planning

New Fathers Estate Planning

New fathers actively engaged in their children’s lives understand their responsibility to plan for the future. While the idea of parents dying and leaving young children without loving parents is unimaginable, it does happen.

When are You Required to File a Gift Tax Return?

Gift and Estate Tax Planning

The IRS wants to know how much you’re gifting over the course of your lifetime. This is because while gifts may be based on generosity, they are also a strategy for avoiding taxes, including estate taxes, reports The Street in a recent article “Do I Need to File a Gift Tax Return?” Knowing whether you…

Special Needs Planning

Disability Planning

Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.

What Happens to a Pet when Owner Dies?

Pet trusts

While it’s never fun or pleasant to think about what will happen to them if the worst should happen to us, it’s very important to consider how we can ensure that they are well cared-for when and if we are no longer able to care for them ourselves.