Why Create a Revocable Trust?Revocable trusts have become a popular part of estate plans but for many the idea is still mysterious. One common misconception is that...
Our College Care PackageDo you have a student going off to college for the first time or already living away at school? If so, your child will need certain...
Do I Want a “Trust Fund Kid?”The term trust fund kid can conjure up some undesirable images: entitlement; laziness; and pastel plaid shorts. Even though trust fund...
Fiduciaries in Estate PlanningIf you are considering putting your estate plan together you may want a little background as to what role fiduciaries play. Different...
Create a Solid FoundationEstate plans are effective when they accurately reflect your wishes based on your most current life circumstances. Too often I hear about...
What is a POLST?A Physician’s Order for Life-Sustaining Treatment (“POLST”) is a medical order that tells emergency health care professionals what to do...
Why Avoid Probate?We’ve all heard it is a smart idea to avoid probate, but why? Most people want to spare their family a prolonged, expensive process after...
Why "Step-Up" in Basis is a Good Thing"Basis" is an important income tax concept used to determine the amount of taxable income, or capital gain, that results when you...
Essentials of an Estate PlanMany people feel confused about what they need to get their estate in order. Here are the essentials of a basic estate plan: 1. Will....