Minimize estate taxes & maximize your lifetime exemption with strategic gifting! Learn how annual gift tax exclusions & the current tax law can benefit your estate plan, and act now as major tax changes loom.
As the familiar deadline of April 15th approaches, many of us find ourselves buried under a mountain of government-issued tax paperwork. Amidst the chaos, it’s easy to lose sight of the bigger picture: understanding the documents you’ve received, and how they can help you prepare for the future.
This complimentary newsletter is an educational resource with “links” on financial exploitation & behavior that may contribute to privacy concerns/financial exploitation. DISCLAIMER: Information & links are based on sites that appear to me as legitimate, but even I can be duped. If you find a problem, please let me know immediately, so that I can get the word out. Judy Christman Yates, DPA,Criminologist,
A Revocable Living Trust is a great estate planning tool that offers some equally great benefits, but like a traditional Will, sometimes changes need to be made. For this, you have two options: an amendment or a restatement. Here’s how to know which one to use. A Trust Amendment is just what it sounds like…
Are Your Digital Assets Protected? Don’t Overlook This Important Piece of Your Estate Planning Puzzle The concept of estate planning has always been pretty straightforward: by “planning” in advance, you can ensure your assets are protected should you become incapacitated, and later distributed in accordance with your wishes after you’re gone. Of course, the…
6 Steps to Ensure Your Estate Plan’s Success Estate planning is about getting plans in place to manage risks at the end of your life and beyond. No one wants to spend more time than necessary contemplating their mortality. But putting in the work now will save your loved ones from months or…
So you’ve finally gotten through the initial step of creating and executing your estate planning documents. Now you’re wondering where should you store the originals. The answer is really simple—in a safe and accessible place. But what does that mean exactly? This article provides tips and insights to help make sure that all the work you’ve put in to creating a thoughtful and meaningful estate plan serves you, by ensuring that your documents are safe, accessible and available to your successor agent(s) when they need them.
Please know that your safety and peace of mind is our priority. We’re here to support you in any way we can.
Can you identify your digital assets? Could someone else in your place? Have you considered your digital legacy? By definition, digitial assets include digitally stored content and online accounts owned by an individual. Within just a few years, the value and importance of digital assets have soared. Why are digital assets important? Financial Value – Think Paypal/Venmo/Square…
Happy Earth Day! Environmentally-friendly burials are gaining in popularity and becoming a viable option without interfering with traditions. Our office getting more and more inquiries about options and planning.
