What Is Elder Law?
Elder Law is made up of three major categories, which can be broken down further into deeper topics.
How Charitable Giving Benefits the Giver
With a charitable tax deduction, you can donate to a good cause and cut your tax bill at the same time.
Well-Played: Country Legend Toby Keith’s Legacy Protected for His Family
Learn how country legend Toby Keith protected his family’s future through careful estate planning and why starting early is crucial for everyone.
Estate Planning for Blended Families
Traditional, simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.
How to Pass on Family Heirlooms with Fewer Estate Battles
There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.
Guide to Incapacity Planning: Protecting Yourself and Your Estate
Incapacity planning is a crucial aspect of managing your estate and ensuring that your wishes are honored if you cannot make decisions for yourself. This article will examine the various components of incapacity planning, offering comprehensive…
How to Keep the Vacation Home in the Family
Vacation property can become a family legacy. Keeping your cabin, fishing lodge, hunting property or other special assets separate for future generations is often a special goal for a family.
Ensuring Your Estate Plan is Current Before Traveling: A Step-by-Step Guide
Planning a trip can be exciting, but before you jet off, it’s essential to ensure that your estate plan is up-to-date. Life is unpredictable, and having a current estate plan provides peace of mind, knowing that your wishes will be honored if anything unexpected happens. Here’s a step-by-step guide to help you ensure your estate plan is current before traveling.
Affluent Parents Maximize Tax-Free Giving to Children
Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.
Why Shouldn’t I Wait to Draft my Will?
It’s an important task that is easy to procrastinate. However, here is why you shouldn’t:
