Blog

Cryptocurrency as Part of Your Estate Plan

Michael Kling  |  June 15, 2018

Have you taken the plunge into cryptocurrency? If you invest in the world of Bitcoin, Ethereum, Ripple, Litecoin, etc., you need to consider investing in some unique estate planning to protect these cutting-edge assets when you pass away. Contrary to the familiar process ...

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Your Estate Plan: Distributing Assets Outside of Probate

Michael Kling  |  May 25, 2018

As advocates of good estate planning, we work hard to make sure our clients understand they have a wide range of choices for reaching their goals. Generally, the goal is to avoid probate—the court process that can be costly and time-consuming. Goals are accomplished by or...

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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...

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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 ...

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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...

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