People should undertake a beneficiary review every few years. You have several types of assets. You own a home. You have retirement accounts and bank
It can be easy to overlook opportunities for tax breaks. You are recently retired. During your working years, you understood where you could save money
Farm families have a lot to lose with inadequate estate planning. You are a farmer. You are in the business of farming. The farm has
An unfunded trust will undermine your estate planning. Your estate planning goals included avoiding probate. You also desired to simplify asset management should you become
Gifting can get you in trouble without proper planning. The week of Thanksgiving marked the start of the holiday season. Advent services began yesterday (Sunday)
Taxing life insurance benefits is dependent on several factors. You have people who depend on your income. Perhaps this is your spouse only. Maybe you
Making mistakes is normal for new parents. You or your spouse are pregnant. This has been confirmed by the doctor. You are both excited and
Disclaiming assets will change how an inheritance is distributed. Let us imagine a situation where a loved one recently died. This individual left an IRA
Estate planning requires proactive steps. Perhaps you have never made an estate plan. Maybe you recently moved to another state, making the legality of your
Owning a small business requires specific estate planning. You are like many Americans. You own a small business. Over the years you have served your
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