Estate planning involves deciding who will inherit your assets, care for your loved ones, and carry on your legacy. Having a trust as part of your estate plan offers a range of advantages that alleviate
In the ever-evolving journey of life, change is the only constant. Like the changing seasons, your personal and financial circumstances shift significantly over time. Consequently, estate planning is more than just a one-and-done affair. It
By Bob Holland|2018-03-08T14:08:17+00:00March 8th, 2018|Categories: Uncategorized|Comments Off on Estate Planning – thinking about long term care and Medicaid
Estate Planning isn’t just about “later” - It’s not just an Emergency Plan for your Loved Ones after your death. What about “NOW”? What provisions and instructions and protections have you included in the event
By Denis Shelley|2020-06-17T02:39:59+00:00February 14th, 2018|Categories: Uncategorized|Comments Off on 2018 Gift Exclusion Update
The annual Federal Gift exclusion has been increased for 2018 to $15,000 for an individual and $30,000 for a married couple who split gifts. For lifetime gifts, the amount has now increased to $11,200,000 cumulatively
By Ed Dimayuga|2018-01-24T19:25:46+00:00January 24th, 2018|Categories: Uncategorized|Comments Off on What is a durable power of attorney?
A durable power of attorney is a potent document that is used in estate planning to assist you your needs and goals. Generally, you, the “principal”, creates the durable power of attorney by appointing an