It is almost tax time and we have new tax laws on the books. As exciting (or not) as tax law may be to you, for the most part, the new laws will not affect your 2017 return. Since the first quarter of 2018 has already slipped by, however, this is a great time to…
Although aging is a natural part of life, it often takes adult children by surprise to see changes in parents that signal additional care-giving is needed. If you haven’t discussed your parents’ wishes and plans for living out life, and for after their passing, you should know that it is never too late (or too…
There is something that feels “final” to most of us when we work through the estate planning process; making the important decisions, signing the papers, and tucking them neatly into a binder feels like the completion of a process. There is, perhaps, even a sigh of relief that you’ve addressed something significant from your “To…
Trusts are written to reflect the specific purpose and operation of the trust. A typical goal is to pass along assets for the benefit of one’s children. To accomplish this, the creator should consider the beneficiaries’ personalities and financial status. Sometimes, passing on assets in a protected environment makes the most sense, and the trust…
Marriage can be wonderful, but the fact is a significant number of today’s marriages end in divorce. For any divorcing couple, there are important things to consider about estate planning and several steps that can be taken to make sure you are not unintentionally leaving behind an undesirable situation. While married, your estate plan is…
