My Inheritance – Dos and Don’ts

Were you recently notified that you will be receiving an inheritance? If so, an inheritance can come hand-in-hand with conflicting emotions. An inheritance follows the death of a loved one, and especially in the event of a sudden or unexpected loss, may cause you to...

Trusts and Income Tax

Trusts and Income Tax: Who Pays? Trusts are an incredibly useful estate planning tool, and they’re becoming ever more popular. But, as Trusts gain popularity, a question comes up more and more often: who pays the income tax on a Trust? It seems like a simple inquiry....

Estate Planning for New Parents

A brand new baby brings a special kind of chaos to your home. In the midst of sleep deprivation, midnight feedings, and seemingly endless diaper changes, estate planning is likely the last thing on your mind. However, making an estate plan is a relatively simple task...

Worried About Making Medical Decisions?

Medical decisions are highly personal choices, and they are relatively easy to make when your mental faculties are still with you. But with the possibility of illnesses that can rob you of your decision making skills, how do you know that your personal wishes are...

Funding a Trust

Most people believe that after signing their estate plan, that they have done what the needed to do. Of course, they are already ahead of most people. However, the most important part of your estate planning, if you have a Trust estate plan…is to fund that...

Worried about your aging parent?

If you are part of the sandwich generation, you may be raising your own children, while also caring for your aging parents. This can be a trying time and can affect nearly every aspect of your life. So, what can you do to make the process a little easier on you and...