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Blog Posts in 2021

All Posts
  • 5 Reasons to Create a Standalone Retirement Trust (SRT)
    5 Reasons to Create a Standalone Retirement Trust (SRT)

    Your retirement account protects your assets during your lifetime. But as soon as that account gets passed to a loved one, that protection is gone. When your spouse, child, or other loved one inherits ...

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  • Do I Have to Leave Anything to My Children?
    Do I Have to Leave Anything to My Children?

    It may be the case for you that you don’t wish to leave anything to one or more of your children. You might have an estranged relationship with them, or maybe one of your children has accumulated ...

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  • Legal Terms Simplified: Understanding the Most Common Words Used in Estate Planning
    Legal Terms Simplified: Understanding the Most Common Words Used in Estate Planning

    If you’ve ever watched a movie or read a book about wealthy families, you might’ve heard terms like “heir”, “descendant”, or “next of kin.” It might seem like these words can be used interchangeably, ...

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  • What It Means To Be The Guardian Of A Minor
    What It Means To Be The Guardian Of A Minor

    Acting as the guardian of a minor is one of the most important roles a person ever fulfills. Along with taking on that responsibility, you may be trying to navigate stressful and emotionally-charged ...

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  • Filing Estate Tax Returns Does Not Have to Be Intimidating
    Filing Estate Tax Returns Does Not Have to Be Intimidating

    Taxes are one of those realities that executors and heirs need to deal with after the death of a loved one. For most, a final federal and state income tax return must be filed if the individual earned ...

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  • What Happens If a Loved One’s Estate Planning Documents Can’t Be Found?
    What Happens If a Loved One’s Estate Planning Documents Can’t Be Found?

    When a loved one passes away or is determined mentally incapacitated, it is crucial for the personal representative, executor, trustee, or agent under a power of attorney to have access to the ...

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