1. Should You Tell Your Children About Their Inheritance?

    Money is not a topic that is talked about freely, and sharing details of your children’s inheritance with them might feel uncomfortable. Should you tell them if they are going to get a substantial amount of money? Should you tell one child they will get less than another? Navigating these question…Read More

  2. Durable Power of Attorney for Healthcare

    When you are faced with making decisions about the future of your finances, gifting assets to your children, and what will happen to your estate when you are gone, you may forget a crucial element: planning for your medical future. A medical power of attorney is specific to your future health care n…Read More

  3. How to Choose an Executor

    When you name an executor for your estate, it is crucial that you choose someone who is right for the job. Carrying out the wishes of your will is essential for estate planning and for the future of your financial assets. This is the person who will act in your stead, and hopefully make the decision…Read More

  4. Don’t Forget the Details When Estate Planning

    Have you recently started estate planning, or you have had a will or trust in place for awhile? Good for you, this is a crucial step in securing your financial future and that of your beneficiaries. However, many people fixate on the financial details, but forget some of the finer ones. We will expl…Read More

  5. Estate Planning After a Death

    When a loved one dies there are many emotions that must be processed as you grieve, and managing their estate is probably the last thing on your mind. If no estate plan is in place, you may find yourself scrambling during this emotionally trying period. If you have a solid estate plan in place befor…Read More

  6. Understanding Power of Attorney

    What is a power of attorney (POA) and who exactly needs to have one? We will explore what POA is, the different forms, and why POA is so important for estate planning. Power of attorney is just one aspect of managing your estate and future financial planning that can be confusing, and benefits from …Read More

  7. Gifting Assets to Your Children: Avoid These Mistakes!

    As you grow older, have children, and watch them grow up, you are bound to start thinking about how you can gift them your assets and property. With many complicated tax laws and gifting implications, passing on your financial assets is not as easy as writing a check. There are common mistakes that …Read More

  8. Inter Vivos and Testamentary Trusts

    The world of trusts, wills, and testaments can be confusing, but when it comes to inter vivos trusts vs. testamentary trusts, there is really just one main difference. Inter vivos is Latin for “between the living”, and describes a trust made while the grantor is still alive. A testamentary trust…Read More

  9. Communication is Key in Estate Planning

    Having an estate plan is crucial for ensuring that your financial estate passes on to the people you want it to. Having a great estate plan will take into account taxes, health care, and whether you should form a trust. Even if you take all of these steps, and create good estate planning documents, …Read More

  10. Should You Form an LLC For Your Business?

    If you are concerned about your personal exposure through business activities, it may be time to start thinking about forming an LLC (Limited Liability Corporation). Deciding on the right business formation from the start can make your business dealings much easier, and provide you with the peace of…Read More