Information is key in an emergency situation. Therefore, our firm is offering a year subscription of an amazing new service called DocuBank to help our clients navigate these stressful situations with confidence. We will upload your healthcare directives ...
Grantor Trusts 101
There are many different terms used in the context of estate planning and especially in the construction of trusts. When you hear the term grantor trust, you may be curious about whether or not this fits in with your estate plan and what it means. A grant ...
Americans Hopeful For More Long Term Care Information And Support
A recent study completed by Nexus Insights shows that many older Americans have increasing questions about long term care and the best way to support themselves in the future. If you wind up with an illness or injury, your only option to treat it might be ...
Leveraging Strategy for Big Wealth Transfers
More than $68 trillion will flow from baby boomers to their adult children or grandchildren. In an upcoming generational wealth transfer, this can often raise many important questions about what to do with your assets and how to effectively plan ahead. Ch ...
Study Shows Americans Are Adapting Financial Plans for 2023
A recent study from Fidelity found that many Americans are feeling uncertain and concerned about a potential coming recession or other shifts in the economy. The 2023 New Year's Financial Resolution Study finds that Americans are mostly focused on financi ...
What Do You Know About Long-Term Care?
Lincoln Financial Group recently completed a study showing that only 16% of adults are familiar with the benefits and features of long-term care solutions. Long-term care refers to needs typically handled inside a nursing home or other health care facilit ...
Start Your Year-End Planning Now
You might be tempted to wait until the end of December to evaluate your current savings, investment, retirement and other financial strategies. But because you may want to adapt these before the New Year, now is the perfect time to assess and evaluate the ...
Communication Is Key for Creating Your Estate Plan
Many people know firsthand the frustration and confusion that can come when a loved one doesn't complete their estate plan. In many scenarios, this can involve family members looking for old copies of wills and disputes filed over which version of the wil ...
Have You Thought About How Your Children Will Divide Household Items?
These items can easily be overlooked in your comprehensive estate plan, especially when there are bigger ticket items such as a piece of property or substantial assets in a retirement account. But household items can also easily become the subject of a ...
Do 529 Plan Gifts Get Federal Or State Gift Tax Benefits?
If you choose to establish a 529 savings plan for a beneficiary, you can also elect to set this up for as many beneficiaries as you want. These education saving plans are very popular as estate planning tools, and are very valuable for grandparents who wi ...