Over the next 20 years, an estimated $84 trillion in assets is expected to change hands from older Americans to younger Americans in what financial experts are calling the “Great Wealth Transfer”, as referenced in a study from USAToday. Our April newsletter provides helpful tips on how to leave your wealth wisely when it comes…
Disputes over terms of your will or trust can derail your final wishes, quickly drain your financial legacy, and tear apart your loved ones. But if you plan ahead of time, you can spare your family a potentially irreparable conflict. Here are some key points to consider to minimize the chance of a will or…
By Jennifer J. Carney, Esq. As pet owners, we often regard our animals as cherished members of our family. Their companionship, loyalty, and unconditional love enrich our lives in ways that are irreplaceable. However, it is essential to consider the future of our pets should the unforeseen occur. Estate planning for your pets is a…
Spring cleaning isn’t just for your home—it’s also a great time to dust off your estate planning documents and get your affairs in order! Our March newsletter explains how a bit of list-creating and organizing now can provide peace of mind to you and your loved ones. Do You Know What You Own? Start with…
Money and property might be the most talked-about parts of a person’s wealth, but the wisdom, traditions, and experiences they pass down can be just as valuable—if not more. Your estate plan isn’t just about dividing assets; it’s a chance to reinforce the values that make your family unique. After all, leaving a legacy comes…
We’re celebrating love and estate planning in February’s newsletter—not with flowers and chocolates, but with strategies that show your sweetheart how much you care. This month, we cover three trusts that help protect your spouse, minimize taxes, and keep your legacy intact because true love means planning for the future together. Protect Your Wealth and…
Setting up trusts during estate planning offers asset protection, tax advantages, and a structured way to pass down wealth. However, in recent years, trusts have become a lucrative opportunity for scammers to set up too-good-to-be-true trust solutions, and the IRS has flagged fraudulent trust schemes designed to trick taxpayers into believing they can skirt tax…
January’s newsletter focuses on an essential aspect of estate planning—incapacity planning. While it’s difficult to think about being unable to make your own choices, having a plan in place ensures that your wishes are honored. The tools highlighted in this month’s newsletter will help you take control of your future with confidence and peace of…