Posts in Estate Planning

Jan 02 Organizing for Tax (and Estate Planning) Season

It’s the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner. ...

Dec 12 There’s Never A Better Time Than Now To Get Your Affairs in Order

The idea of getting your financial and legal house in order is likely the last thing on your mind during the busy holiday season. ...

Oct 10 IRAs, Annuities and Guardianship: Providing for Your Minor Children after You Die

Deciding on a guardian for your minor children may very well be the most vexing decision you’ll make regarding your estate ...

Sep 19 New Baby? Time to Create Your Estate Plan

Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. The reasons you might be delaying vary: ...

Aug 29 Kids Going Away To College? Why You Should Include Estate Planning in the Preparation

You may have been running around for weeks, getting your new college student off to school. It’s exhilarating, and your heart ...

Aug 01 The Perils of Joint Property

People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of ...