When to Update Your Will: 8 Reasons You May Need to Revisit Your Estate Plan

November 19, 2023

Updating your will is not just a one-time event. It is an ongoing process that ensures your estate plan remains relevant and effective. In this article, we delve into the times when you should update your last will and testament and the reasons that can make it necessary. Therefore, if youre someone who can make a difference through charity or simply want to ensure that your estate planning documents are up-to-date, read on! Why Should You Update Your Will? Your will is a reflection of your wishes at a particular point in time.

Estate Planning | Incapacity Planning | Planning for Minor Children | Probate

Revocable Living Trust can Help with Planning for Incapacity

November 13, 2023

While physical disabilities may not impact a client’s ability to manage their own assets, mental illnesses and age-related cognitive impairment can eventually lead to incapacitation and the inability to manage their own assets.

Estate Planning

Personal Property - don't forget to tell them to share.

November 9, 2023

Dividing personal property: Strategies and considerations for fair distribution.

Estate Planning | Planning for Minor Children | Probate | Trust Adminstration

What if Your Life Insurance Beneficiary Predeceases You?

November 9, 2023

If you have life insurance, you know you were required to pick a single or multiple beneficiaries when you purchased your policy. When you die, the beneficiaries receive the payout from the policy.

Planning for Singles | Retirment Planning

Can I Get My Ex’s Social Security Benefits?

November 9, 2023

If you’re thinking hard about your Social Security claiming strategy, there may be one aspect you've overlooked. If you're divorced, you may be able to receive Social Security benefits based on your ex-spouse’s work record.

Estate Planning

What Can We Expect for the 2024 Social Security COLA Increase?

November 9, 2023

The Social Security Administration announced that beneficiaries will receive a 3.2% raise starting in January 2024. This means larger checks to the more than 66 million retirees who receive Social Security benefits.

Estate Planning | Probate | Trust Administration

Tasks to Be Done After a Loved One Passes

September 25, 2023

Even though the death of a loved one comes with unbearable grief, there are important tasks you must carry out as soon as you’re able.

Estate Planning

What Is the Deceased Spousal Unused Exclusion Portability Deadline?

September 21, 2023

Revenue Procedure 2022-32 (2022-30 IRB 101) became effective on July 8, 2022. This guidance issued by the IRS allows certain taxpayers an extended amount of time (five years) to make a ‘portability election’ regarding estate and gift taxes.

Estate Planning

What are The Biggest IRA Mistakes?

September 21, 2023

Millions of Americans use both traditional and Roth IRAs to save for retirement. However, that doesn't mean they all have a full understanding of how IRAs work.

Estate Planning

What’s a 101-Year-Old Doctor’s Secret to Good Health?

September 19, 2023

The link between healthy eating and living longer is well-documented. Getting the nutrients that your body needs can help protect you from diseases such as diabetes, cancer, and heart disease.

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Estate Planning Blog

When to Update Your Will: 8 Reasons You May Need to Revisit Your Estate Plan

Revocable Living Trust can Help with Planning for Incapacity

Personal Property - don't forget to tell them to share.

What if Your Life Insurance Beneficiary Predeceases You?

Can I Get My Ex’s Social Security Benefits?

What Can We Expect for the 2024 Social Security COLA Increase?

Tasks to Be Done After a Loved One Passes

What Is the Deceased Spousal Unused Exclusion Portability Deadline?

What are The Biggest IRA Mistakes?

What’s a 101-Year-Old Doctor’s Secret to Good Health?

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