As I discuss estate planning with numerous individuals throughout the day, it never fails that at least one person comments, “Well, I don’t really need to do that…I’m still building my estate!” Somewhere along the line, the misconception that estate planning is only for those with vast wealth has become a commonly held belief. However,…
In this day and age, second marriages are not at all uncommon. Individuals entering into a second marriage are often doing so a little bit older and (hopefully) a little bit wiser. Furthermore, each person oftentimes is entering into a second marriages with their own property and assets. Second marriages frequently create blended families –…
Planning for the financial future of a family member or loved one with a disability is an important task that, when done correctly, can provide the support and maintenance needed to ensure that individual lives a full and happy life. One way to provide such support is through a Supplemental Needs Trust. There are many…
Charitable giving through estate planning is often a win-win estate planning strategy for both charities and donors. Many charitable gifts, while benefiting the charity receiving the gift, also allow for tax benefits to the donor. It also allows the donor to leave a legacy and impactful message as to what is most important to them. …
