Genealogy has long fascinated many people, and it continues to be studied by those who are interested in discovering who they descended from and what those family members were like. Many of us have gazed at black and white or sepia-tone photos of ancestors whose names we don’t know and wondered about their lives, joys, trials, […]
One of the main reasons for getting an annual check up with your doctor is to detect and treat problems before an illness or health condition becomes serious. Likewise, it is important for your estate plan to get a regular check up to address changes in your life circumstances or in the law to ensure that […]
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective on January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. It will have a positive impact for many older Americans but could have negative tax consequences for many beneficiaries […]
You and your spouse live together, you work together, and chances are you spend a lot of your free time together. Having a successful family relationship and family business together takes a lot of hard work and dedication but can also be among the most rewarding things in life. To help keep you on the right […]
Estate planning for couples in a second or subsequent marriage can be tricky, especially if the size of their estates is disproportionate. One solution for allowing the well-to-do spouse to maintain control of their property and wealth–but keep their other spouse happy–is the “Lifetime QTIP Trust.” The Basics of Creating a Lifetime QTIP Trust In the […]
You have searched for and found the love of your life, maybe your first love, or maybe after a previous marriage. As you have built your life together, you have probably weathered your fair share of storms and grown stronger because of them. To prepare for the future and the possibility of no longer being around […]
Since 1963, February has been celebrated as American Heart Month, an effort to urge Americans to join the fight against heart disease, which is the leading cause of death for both men and women. It is also a great opportunity to consider who is the best person to act as your medical agent if you are […]
Your money, home, and vehicles are not the only things you should include in your estate plan. Your intellectual property and any income it generates should also be addressed. You do not have to be a famous author, painter, or inventor to have valuable intellectual property that could provide a stream of income for your family […]
