Monthly Archives: October 2016

3 Reasons You Want to Avoid Probate

When you pass away, your family may need to visit a probate court in order to claim their inheritance. This can happen if you own property (like a house, car, bank account, investment account, or other asset) in only your name. Although having a will is a good basic form of planning, a will does [...]


Estate Tax Planning

BEWARE: you may not be out of the woods yet. Unless you have a comprehensive estate plan, taxes may slip in when you’re least expecting it. That being said, many, but not all, of you can rest assured that the federal estate tax won’t diminish your estate. The exemption is so high that it just [...]


It's never too late to plan, even if you're in or about to enter a Nursing Home.

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