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Tag Archives: trust administration

529 Plans – What You Need to Know

If you have kids, you probably anticipate that they will pursue some sort of post-secondary education such as college or trade school or certification.

You have probably also thought about saving to help them pay for their education, but do you have any idea how much you might need to do this?   According to U.S. News and...
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Think Your Family Won’t Fight Over Your Estate? Think Again.

Most families are happy families.

As you gather together with your family this holiday season, you probably share laughs and tell stories. You get along and enjoy being with each other and everything seems copacetic. But what happens with the matriarch or patriarch dies? You would be surprised how, suddenly, years of pent-up resentment and hurt feelings...
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Estate Planning Tips Before a Major Surgery

Getting the news that you have to undergo major surgery is never easy.

Preparing for absences from work, planning for childcare and household responsibilities, and reviewing your estate plan will be among the things you may be worrying about. But what if you only have a few weeks—or even days—to react? Who should you call? How...
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Four Reasons Why Estate Planning Isn’t Just for the 1%

There is a common misconception that estate plans are only for the ultra-rich

- the top 1 % - maybe the top 10%, 20%, or some other arbitrary determination of “enough” money.  In reality, nothing could be further from the truth. People at all income and wealth levels can benefit from a comprehensive estate plan....
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