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Category Archives: Estate Planning

Four Provisions People Forget to Include in Their Estate Plan

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Even if you’ve created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in in a will or estate plan that can have a big impact on … Continue reading






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Trump Delays Rule That Retirement Advisers Put Their Client’s Interests Ahead of Their Own

Financial Advisors

        President Trump signed an executive order calling for a review of the so-called fiduciary rule, which was intended to prevent financial advisers from steering their clients to bad retirement investments by requiring advisers to act in … Continue reading






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Is It Better to Use Joint Ownership or a Trust to Pass Down a Home?

      When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method?    If you add your child as a joint tenant on … Continue reading






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Make Reviewing Your Estate Plan One of Your New Year’s Resolutions

estate-planning-at-table

        Estate planning is all about five essential documents. Here they are in order of importance:   The Power of Attorney for Property The most important estate planning instrument for taking care of you and your family during … Continue reading






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5 Things to Know to Reduce Your Tax on Capital Gains

capital-gains

      Although it is often said that nothing is certain except death and taxes, the one tax you may be able to avoid or minimize most through planning is the tax on capital gains. Here’s what you need … Continue reading






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Execute a Power of Attorney Before It’s Too Late

      A durable power of attorney is an extremely important estate planning tool, even more important than a will in many cases.  This crucial document allows a person you appoint — your “attorney-in-fact” or “agent” — to act … Continue reading






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Life Insurance Can Still Play a Key Role As Part of an Estate Plan

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      Life insurance can be beneficial in replacing lost income for young families, but as people get older, it can also serve a purpose as part of an estate plan.   Historically, one main reason to buy life … Continue reading






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Understanding the Tax Consequences of Inheriting a Roth IRA

        Passing down a Roth IRA can seem like a good idea, but it doesn’t always make the most sense. Before converting a traditional IRA into a Roth IRA to benefit your heirs, you should consider the … Continue reading






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Revoking a Power of Attorney

Power of Attorney

        If for any reason, you become unhappy with the person you have appointed to make decisions for you under a durable power of attorney, you may revoke the power of attorney at any time. There are … Continue reading






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