Blog

What to Do Before a Loved One Passes Away

Michael Kling  |  March 14, 2018

One of the most difficult things any of us will ever face is the passing away of a loved one. There is no way around it; death is an emotionally wrenching time. There are several things you and your loved ones can do to make the decisions and process surrounding a death m...

Continue Reading

Tax Time and Our New Tax Laws

Michael Kling  |  February 15, 2018

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 consider ...

Continue Reading

Helping Aging Parents Through Their Late-In-Life Journey

Michael Kling  |  January 11, 2018

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...

Continue Reading

Your Estate Plan: Finished Does Not Mean Final

Michael Kling  |  December 14, 2017

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...

Continue Reading

Trust Language (REALLY) Matters

Michael Kling  |  November 16, 2017

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, passi...

Continue Reading