Black wealth matters and there is a difference in the wealth that white families accumulate... [Read more...]
The Basics: Powers of Attorney for Healthcare
Powers of Attorney are part of even the simplest estate plan. A Power of Attorney... [Read more...]
The Basics: Financial Power of Attorney
Powers of Attorney are part of even the simplest estate plan. A Power of Attorney... [Read more...]
Removing Life Insurance from the Taxable Estate
Life insurance is included in the taxable estate typically. A trust is a great way... [Read more...]
Removing Life Insurance Without Triggering the Transfer for Value Rule
Life insurance is included in the taxable estate typically. A trust is a great way... [Read more...]
The Basics: “HIPAA” Powers
This is the second in a three-part series of articles on Powers of Attorney. The... [Read more...]
When Roles Reverse & Your Parents Need You Help
Thanks to advances in medicine and science, as well as an overall better quality of... [Read more...]
Avoiding Family Chaos in the Coronavirus Age
The novel “coronavirus” (also called “SARS-CoV-2”) causes the disease “COVID-19.” It first appeared in late... [Read more...]
Top 3 Wealth Protection Strategies
A basic estate plan helps you create a roadmap for the distribution of your estate... [Read more...]
Early Retirement May Be Costing You a Fortune
When it comes to planning for retirement there are a number of decisions that must... [Read more...]
Probate Mistakes You Want to Avoid Making
If you recently lost a loved one and find yourself in charge of administering the... [Read more...]
The Little Things May be the Most Important
Your estate may be worth a little or a lot at your death. The items... [Read more...]
