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Estate Planning Blog

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Managing a House After a Relative’s Death

Posted on: April 24, 2025
Inheriting a home comes with financial, legal, and emotional responsibilities—understanding your options can help you make informed decisions.
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Tax Deductions

What are the Changes in Estate Planning for 2025?

Posted on: April 17, 2025
Of course, no one knows exactly what changes, if any, will be enacted until proposals are officially made, votes are tallied, and the president has signed any new tax rules into law.
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How to Claim Unclaimed Property or Money

Posted on: April 17, 2025
Unclaimed property laws enable individuals to recover lost assets. However, navigating the process requires knowing where to look and how to file a claim.
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Make Your Advance Care Plans on National Healthcare Decisions Day

Posted on: April 10, 2025
National Healthcare Decisions Day on April 16 reminds us that planning for future medical care ensures that your wishes are respected and relieves your loved ones from making difficult choices during a crisis.
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Resources for Children with Developmental Disabilities

Posted on: April 3, 2025
Developmental Disabilities Awareness Month (DDAM), observed annually in March, is the perfect time to highlight resources that can improve a child’s quality of life and long-term well-being.
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gifting assets

Pitfalls of Joint Ownership

Posted on: March 27, 2025
Joint ownership may seem like an easy way to share asset., However, it can create legal, financial and tax complications that could harm you and your heirs.
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Required Minimum Distribution

Balancing Income in Retirement: Smart Strategies for Long-Term Financial Stability

Posted on: March 20, 2025
Managing retirement income requires careful planning to maintain financial security, while minimizing taxes and unexpected costs.
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Wasting Inheritance

Plan for College Expenses and Avoid FAFSA Errors

Posted on: March 13, 2025
Securing a child’s education starts with smart financial planning. Avoiding FAFSA mistakes and structuring college savings wisely can maximize financial aid and protect family assets.
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How Divorce Affects an Estate Plan: Key Steps to Update Wills, Trusts and Beneficiary Designations

Posted on: March 6, 2025
Divorce significantly impacts estate planning, requiring updates to wills, trusts and beneficiary designations to ensure that assets are distributed according to new intentions.
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