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Who Should Be Your Executor and What Will They Do?

Michael Kling  |  July 16, 2015

In creating your estate plan, you will select several individuals to help carry out your wishes. The person you choose to be your Executor* will be responsible for making sure your will and trust documents are administered properly after you have passed a...

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Estate Planning for Your Digital Assets

Michael Kling  |  June 18, 2015

Most of us have a substantial number of online accounts ranging from email, social media, blogs, web pages, to music, book, and movie collections. Your digital accounts likely also include online banking accounts and investment portfolio information. These online accounts...

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Medicaid Essentials for Long-Term Care Needs

Michael Kling  |  May 15, 2015

Almost certainly, you have heard of Medicaid or know someone who receives Medicaid benefits. However, for many the Medicaid world can seem cryptic and be difficult to understand. We thought it was time to share some information on the subject.

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Newly Proposed Gifting Rules May Affect Your Estate Plan

Michael Kling  |  April 17, 2015

If you have never heard of the Federal “Greenbook,” you are not alone. We want to introduce you to this publication because its information could seriously affect your estate planning. The “Greenbook” is simply the nickname given to the Treasury Department’s yearly “Gener...

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What to Do When Someone Close to You Dies

Michael Kling  |  March 18, 2015

When someone close to you passes away, the initial reaction is usually shock. Even when the death was expected, the actual event may leave you feeling unprepared. Often, when you receive this news, it is because you are the “responsible” person—the surviving spouse, the “...

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