Is Estate Planning Tax Deductible? It’s that time of year where you are either really happy or really disappointed that tax season has recently ended. If you are wondering what is considered tax deductible, where to spend that tax refund, or is estate planning tax deductible; this article might help. Unfortunately, after the Tax Cuts...Read More
Do You Need an Attorney for Estate Planning With the deluge of AI software, is hiring an attorney necessary? Have you jumped on the AI bandwagon yet? If so, you’ve probably used it to make your life easier. AI can be incredibly helpful, especially when the stakes are low. Need a personalized meal plan or...Read More
What Documents are Needed for Estate Planning? Explaining Power of Attorney If you’ve ever considered planning for your future or helped someone plan for theirs, you’ve probably heard the term “power of attorney.” But, do you really know what it is? The terms “power” and “attorney” carry weight but may not mean what you think....Read More
When to Start Estate Planning How to Discuss Estate Planning with Your Parents Today, we’re diving into a topic that is absolutely crucial: when to start estate planning for your parents. As they elegantly navigate their golden years, ensuring their peace of mind and yours too, becomes a top priority. Whether they raised you the...Read More
Why Do People Avoid Estate Planning? Four Estate Planning Myths Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate planning. The Caring.com survey revealed that only 32% of Americans have a will – a 6% decline from 2023. The Ameriprise survey found that 52% of...Read More
What To Do When Disaster Strikes No one likes to think about disasters, but when it happens, time is your most precious resource. Whether it’s a wildfire, hurricane, or flood, being ready to act can make all the difference for you and your loved ones. Having a clear plan helps you stay calm and focused...Read More
Common Estate Planning Questions Part 2: Understanding Wills vs. Trusts Let’s talk about something most people love to avoid – planning for when we’re not around anymore. We know – it’s not exactly happy hour conversation. But here’s the fact: taking care of this now could save your family from a mountain of headaches later....Read More
Common Estate Planning Questions Part 1: How to Protect My Assets From Being Seized Regarding estate planning, we get many questions about many topics that may be hard to talk about. One of the most common questions concerns account ownership and asset management. Understanding how accounts are titled and who can access them isn’t just...Read More
What are the Best Tips for New Homeowners If you are reading this and have purchased a new home, we want to start by saying congratulations! Whether this is your first home, or you are upgrading or downsizing from your current home, the purchase of a home is a big event in your life. When...Read More
What is an Estate in Estate Planning: Types of Real Estate As the new year approaches, you may have questions regarding real estate: Are you considering real estate as an investment? Or are you trying to purchase your first home? Real estate encompasses not only one’s primary residence but also other real estate, such as...Read More
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