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Caught in the Undertow: How No Estate Plan (or a Bad One) Could Leave Your Family Overwhelmed

Posted by Chris Peterson | May 21, 2020 | 0 Comments

There are a number of dangers associated with failing to put a well-thought-out estate plan in place that could make your family members feel as though they are drowning if you were to pass away. A carefully designed estate plan is like a life vest for your family in a rough sea. Losing a family member is never easy, but we can help you put plans in place that will provide you with the peace of mind of knowing that your grieving family will not be overwhelmed if you die.

Don’t Risk it: Protect Your Finances From Coronavirus Complications

Posted by Chris Peterson | Apr 28, 2020 | 0 Comments

A Financial Power of Attorney (FPA) allows you to select a trusted family member or friend who will be responsible for managing your money and other property if you become mentally incapacitated (unable to make your own decisions) due to illness or injury. Without this document, bills won’t get paid, tax returns won’t be filed, bank and investment accounts held in your name will become inaccessible, retirement distributions can’t be requested, and property can’t be bought, sold, or managed.

Choosing a Gift to Give to a Charity

Posted by Chris Peterson | Apr 27, 2020 | 0 Comments

If you are considering making a donation to a public charity, you are not limited to donating cash. Depending upon your financial situation, giving objectives, and the needs of the charitable organization, certain accounts or pieces of property may be better suited for donation to the charity. ...

Strategies for Your Charitable Planning

Posted by Chris Peterson | Apr 20, 2020 | 0 Comments

There are many reasons why you may want to give to a charity: You may give because you believe strongly in a cause or organization, but it can also reduce your yearly income tax bill and remove value from your overall estate. If you are considering making a donation, but are unsure of how to pr...

Estate Planning Considerations for Restauranteurs

Posted by Chris Peterson | Apr 13, 2020 | 0 Comments

If you are a restaurant owner, like most other small business owners, you have many demands on your time. Your schedule may be even more demanding than most, and your working hours may extend far beyond the typical working day. Nevertheless, it is very important for you to set aside some time t...

COVID-19: A Reminder of Why Estate Planning Is Important

Posted by Chris Peterson | Apr 08, 2020 | 0 Comments

Coronavirus has been all over the news—and with good reason. For some people, it can turn into a serious illness if contracted. Thankfully, for the great majority of people who have contracted the disease, the symptoms appear to be relatively mild. Nevertheless, it is crucial for everyone, partic...

Myths We Tell Ourselves About Estate Planning

Posted by Chris Peterson | Feb 29, 2020 | 0 Comments

Estate planning can be a very difficult process. While it's not brain surgery, making the decision to move forward with the planning requires us to face the fact that we will not live forever. This thought can stop many people right in their tracks. Others talk themselves out of seeing a qualif...

529 Plans -What You Need to Know

Posted by Chris Peterson | Feb 25, 2020 | 0 Comments

529 Plans -What You Need to Know According to U.S. News and World Report, for the 2019-2020 school year, the average cost of tuition and fees is $10,116 at an in-state public university and $36,801 at a private university. This does not even include housing, books, and meal pla...

Planning for Stepchildren and Step-Grandchildren

Posted by Chris Peterson | Feb 19, 2020 | 0 Comments

Planning for Stepchildren and Step-Grandchildren The structure of families has changed in the United States: According to statistics cited by the Pew Research Center, six out of ten women who remarry are in blended families, and in about half of those remarriages, stepchildren ...

Who’s On Your Team?

Posted by Chris Peterson | Feb 17, 2020 | 0 Comments

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 (i) you can be taken care of during times when you are unable to care for yourself, and (ii) your money and property are distribut...

Is a Handwritten Will Effective?

Posted by Chris Peterson | Feb 16, 2020 | 0 Comments

Is a Handwritten Will Effective? After the 2018 passing of the legendary singer Aretha Franklin, her family and lawyer initially thought she had died without a will. But earlier this year, three handwritten wills—two from 2010 that were locked in a cabinet and one from 2014 tha...

Effect of Bankruptcy on Estate Planning

Posted by Chris Peterson | Feb 13, 2020 | 0 Comments

Effect of Bankruptcy on Estate Planning Bankruptcy may be one of the last things on your mind when you are creating an estate plan. Fortunately, the number of bankruptcy filings have declined as the economy has improved, but there were still a whopping 969,397 bankruptcy filing...

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