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Tips for Divvying Up Personal Property

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

We collect stuff throughout our lives. This “stuff” is known as our personal property. Regardless of the value, it is important that these items be distributed the way you want when you die. Consider the following to ensure that your wishes for your personal property are honored.

Wealth Transfer Strategies to Consider in an Election Year

Posted by Chris Peterson | Oct 15, 2020 | 0 Comments

If the election results in a political party change, it could mean not only lower estate and gift tax exemption amounts, but also the end of the longtime taxpayer benefit of stepped-up basis at death. To avoid the negative impact of these potential changes, there are a few wealth transfer strategies it would be prudent to consider before the year-end.

Estate Planning: 3 Reasons We Run the Other Way

Posted by Chris Peterson | Oct 09, 2020 | 0 Comments

It can be hard to get motivated about your estate planning; it sounds about as fun as getting a root canal. The truth is that estate planning is not really that bad. In fact, with our help, estate planning is easy. We will talk with you about your goals and concerns, analyze your family and financial situation, and work with you to come up with a solid plan.

10 Types of Trusts: A Quick Look

Posted by Chris Peterson | Oct 06, 2020 | 0 Comments

Considering the myriad of trusts available, creating the right estate plan can seem daunting. Here is a look at the basics of ten common trusts to provide you with a general understanding of the options available.

Deeper Dive into Advance Healthcare Directives

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

An advanced healthcare directive clearly spells out your wishes for the end of your life, for example, whether or not you want to be placed on life support if you are in a persistent vegetative state or have a terminal illness. Although it is one of the least discussed documents in an estate plan, it is equally as important as the other documents.

HELP! This Probate Is Taking Forever!!!

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

While most people want the settlement process to be done ASAP, probate can take between 18 and 24 months. Yes, you heard that right. The time delays create unnecessary stress, especially for families who need access to those accounts or property.

What Happens If My Beneficiary Dies Before Me?

Posted by Chris Peterson | Sep 23, 2020 | 0 Comments

When planning for death, most people assume they will die before their beneficiaries (e.g., their spouse, children, and grandchildren). While these assumptions are often well-founded, they do not always come to pass. Sometimes a beneficiary of an estate or trust dies before the person leaving t...

Estate Planning After Personal Injury Settlements

Posted by Chris Peterson | Sep 22, 2020 | 0 Comments

Personal injury settlements often involve significant amounts of money. Consider consulting an estate planning attorney to make sure that any money received will be protected from present and future creditors, properly managed during disability and at death, and distributed according to your wishes.

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