Historically, charitable giving has been a cornerstone of philanthropy. People enjoy giving to causes they care about. For those who wish to support charitable organizations…
Tag: estate planning
It’s important to help your child plan for their financial future, whether they are graduating high school or college. You want to set a strong…
Estate taxes are imposed in the US on assets transferred from a deceased individual’s estate to their heirs or beneficiaries. An estate tax is not…
The idea that you can save money by creating your estate plan yourself may be appealing. However, it can be costly in the end, both…
The document gives one or more individuals the legal authority to act as your agent or proxy on your behalf.
The first step in the process of planning for retirement is to consult with a financial planner or estate planning attorney.
In response to the rising cost of college, families are seeking ways to save. One option is a 529 plan.
Estate Planning, Estate Planning Attorney/Lawyer, Wills and Trusts, Power of Attorney, Advance Directives
Typically, young parents aren’t thinking about dying or becoming seriously ill or injured. As unlikely as such a serious event is when we are young,…
There are two common types of trusts used in estate planning: irrevocable and revocable trusts. Both have advantages and disadvantages based on the objectives of…