Tag Archives: trust

Four Easy to Avoid Mistakes People Make at Tax Time

It’s that time of year again: tax season.

No one enjoys doing their taxes, and that is likely why many of us leave this tedious task to the last…possible…moment. As Tax Day approaches, millions of Americans are likely scrambling to track down all of their important documents to meet the April 15 deadline. But as with...
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Who’s On Your Team?

Estate planning is not just about what happens to your stuff when you die.

It is about coordinating all aspects of your life so you can be taken care of during times when you are unable to care for yourself, and ensuring your money and property are distributed to the individuals you have selected upon your...
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New Year, New Decade, New Estate Plan

You may think that your estate plan is something you already checked off your to-do list years ago.

But the truth is that it’s not realistic to think that something you drafted years or even months ago still works for your current situation. To illustrate just how much can change since you last looked over your...
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How to Protect Your New College Student With an Estate Plan

It’s that time of the year when parents are running around, helping get their new college student get ready for school.

It’s exciting, sad, thrilling, exhausting and everything in between. You're probably prouder than words can express, but you’re also a little afraid, too. How can you make sure your kid is going to be safe...
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