Timeline

Timeline2020-06-17T02:39:53+00:00

October 2023

Your Roadmap to Estate Planning with Trusts

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

September 2023

Estate Planning: A Reflection of Life’s Journey

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

April 2018

Digital Assets

What happens to our digital assets upon our death or disability? Is it valuable to us? Do others we trust have access to it? What should we be doing to protect and preserve it for

March 2018

February 2018

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

January 2018

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

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