Articles from the Estate Planning Category


Avoiding Probate: Is It Worth It?

April 21st, 2015

When you die, your estate goes through a process that manages, settles, and distributes your property according to the terms of your will. This process … Read More


Prepare Now for a Year-End Investment Review

October 9th, 2014

Getting organized for your year-end investment review with your financial professional may help make the review process more efficient. Here are some suggestions for making … Read More


Leaving Assets to Your Heirs: Income Tax Considerations

October 9th, 2014

An inheritance is generally worth only what your heirs get to keep after taxes are paid. So when it comes to leaving a legacy, not … Read More


Some Things to Consider about Gifts to Children

September 3rd, 2014

If you make significant gifts to your children or someone else’s children, or if someone else makes gifts to your children, there are a number … Read More


“Creating a Will” Seminar Highlights

April 24th, 2014

Our “Creating a Will” seminar was well-received by those who attended. The presenter, Marty Roos of Strasburger & Price LLP, did an excellent job of … Read More


Critical Questions for Baby Boomers

January 8th, 2014

If you have not addressed all of the following topics, please understand that many people have not. We hear far too many regrettable stories that … Read More