June 2024

2806, 2024

Don’t Forget to Fund Your Revocable Trust

Revocable trusts are a very popular and useful estate planning tool. But the trust will be ineffective if you do not actually place your assets in the trust. Revocable trusts are an effective way to avoid [...]

2006, 2024

How Life Insurance Is Involved in Estate Planning

At first glance, life insurance may not seem related to the distribution of money and property in your estate plan. However, it can be an integral and important part of a well-drafted estate plan. In [...]

1706, 2024

11 Reasons You Need to Create an Estate Plan

Many people think estate plans are only for the very wealthy seeking tax benefits, or they delay creating one because they feel too young. Others don't see the importance of an estate plan or find [...]

1406, 2024

Why Trusts are Important Estate Planning Tools

Estate planning involves creating a plan for where – and to whom – your assets will go upon your death. The process can include making a will, designating which of your loved ones should receive [...]

1006, 2024

What You Should Know About the Medicare Tax

You may have seen the Medicare tax listed on your paycheck stubs or on your income tax return filings and wondered what it is. To learn more about what it is and what it pays [...]

906, 2024

Estate Planning for U.S. Citizens Living in France

Transitioning to life in France as a U.S. citizen is an adventurous and rewarding experience. However, the complexities of estate planning in a foreign country can be daunting. This article aims to demystify estate planning [...]

606, 2024

The Costs of the Rising Cost of Long-Term Care

Do you have a family member who is receiving some form of long-term care? If you don’t, the chances are good that someday you will – and that day may not be too far away. [...]

306, 2024

Blended Families: A Trust Is A Must

Today, 16 percent of children in the United States live in blended families, according to U.S. Census data. This can include those living in households that have a stepparent, stepsibling, or half-sibling. In many cases, stepchildren receive [...]