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  • Home
  • About Us
  • What We Are Good At
    • Fully Customized Estate Planning
    • Asset Protection From Nursing Home Costs
    • Young Family Estate Planning
    • Estate Planning for Business Owners
    • Trust Administration
    • Probate Actions
    • Conservatorship Actions
  • Hot Topics
    • Inheritance Protection for Your Children
    • IRA’s, 401K’s, & Other Retirement Plans Require Special Treatment
    • Avoid Going Broke From Nursing Home Costs
    • Prevent Your Children From Paying Capital Gains Taxes After You’re Gone
    • How Bad is Probate, Really?
    • What Can a Really Good Estate Plan Do?
  • Resources
  • Upcoming Events
  • Reviews
  • Blog
  • Careers
  • Contact Us

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Author Archive for: "attorney"
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 Nursing Homes: Not the Only Option
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By admin
In Uncategorized
Posted December 3, 2020

Nursing Homes: Not the Only Option

There was a time when nursing homes seemed like the foregone conclusion for many elder family members. But as baby boomers are aging, they remember seeing their own parents in those facilities [...]

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 3 Ways to Pass Your House to Your Children
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By admin
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Posted December 2, 2020

3 Ways to Pass Your House to Your Children

Your home is probably your most valuable asset. You are clear about whom you want to end up with it when you die. If you’re a parent, you want your kids to inherit your home. Ensure that [...]

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 Talking To Loved Ones About Estate Plans
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By admin
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Posted November 23, 2020

Talking To Loved Ones About Estate Plans

Many people are uncomfortable discussing with their loved ones how they plan to distribute their estates. Perhaps you don’t want your children to realize how much they may receive after [...]

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 Know What to Do When You Inherit an IRA
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By admin
In Uncategorized
Posted November 19, 2020

Know What to Do When You Inherit an IRA

What are the tax implications of an inherited traditional IRA? Tax rules differ depending on whether or not the beneficiary is a spouse. Be sure you know the rules, because your decisions may [...]

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 Setting the Stage for Your Own Funeral
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By admin
In Uncategorized
Posted November 18, 2020

Setting the Stage for Your Own Funeral

In a Doris Day/Rock Hudson movie, “Send Me No Flowers,” comedian Paul Lynde plays a funeral director who jumps to the conclusion that Hudson wants to surprise his wife, Day, with the [...]

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By admin
In
Posted November 12, 2020

Advanced Estate Planning for Financial Advisors

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Posted November 12, 2020

Advanced Estate Planning for Beginners

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 Don’t Make These Top Estate Planning Errors!
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By admin
In Uncategorized
Posted November 10, 2020

Don’t Make These Top Estate Planning Errors!

There are myths and misconceptions about estate planning. Here are the top common mistakes to avoid and help your family save thousands of dollars in unnecessary taxes and probate fees: [...]

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 Online Accounts After You’ve Gone
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By admin
In Uncategorized
Posted November 9, 2020

Online Accounts After You’ve Gone

You receive electronic statements, set up auto payments and pay bills online. Companies like it because paperless billing is less expensive, more convenient and environmentally friendly. But what [...]

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 Understanding Pre-Tax and After-Tax 401(k) Plans
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By admin
In Uncategorized
Posted November 5, 2020

Understanding Pre-Tax and After-Tax 401(k) Plans

Most people think about saving for retirement. If your employer offers a 401(k) plan, which about half of all companies currently do, taking advantage of that plan is an attractive option. In [...]

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  • Home
  • About Us
  • What We Are Good At
    • Fully Customized Estate Planning
    • Asset Protection From Nursing Home Costs
    • Young Family Estate Planning
    • Estate Planning for Business Owners
    • Trust Administration
    • Probate Actions
    • Conservatorship Actions
  • Hot Topics
    • Inheritance Protection for Your Children
    • IRA’s, 401K’s, & Other Retirement Plans Require Special Treatment
    • Avoid Going Broke From Nursing Home Costs
    • Prevent Your Children From Paying Capital Gains Taxes After You’re Gone
    • How Bad is Probate, Really?
    • What Can a Really Good Estate Plan Do?
  • Resources
  • Upcoming Events
  • Reviews
  • Blog
  • Careers
  • Contact Us
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