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What to Do When Your Doctor Says to “Get Your Affairs in Order”

Wed 25 Mar, by on Estate Planning

What to Do When Your Doctor Says to “Get Your Affairs in Order”

Five words no one ever wants to hear from their doctor: “Get your affairs in order.” Unfortunately, 58 percent of Americans do not have a will or trust, and it often requires a chronic disease or terminal illness diagnosis, or other life-changing events to prompt the estate planning process.¹ Talk to your attorney about completing the documents below and follow these tips to protect your future and make the circumstances easier for your loved ones. …

Riding A Bike This Summer? Wear Your Helmet!

Fri 13 Mar, by on Personal Injury

Riding A Bike This Summer? Wear Your Helmet!

With spring and summer approaching very quickly, there are a few important things to consider regarding the safety of you and your family members. Once the weather is warmer, the number of outside activities will increase, which includes running and riding bicycles. Riding a bike is a great way to experience the outdoors. It can also provide a number of important health benefits, including cardiovascular fitness, muscle strength/flexibility and stress relief. However, it is extremely …

Which Distribution Method Is Best?

Wed 19 Feb, by on Estate Planning

Which Distribution Method Is Best?

If you are a parent, you probably love to do good things for your children—and leaving them an inheritance is one of the most tangible ways you can show your love once you are gone. What you may not know is that there are a variety of ways that you can leave money and property to your children, and you can choose the method you think best takes your goals, including their well-being, into account. …

How to Minimize the (Voluntary) Federal Estate Tax with Portability

Mon 10 Feb, by on Estate Planning

How to Minimize the (Voluntary) Federal Estate Tax with Portability

Surprising to most people, the federal estate tax is a voluntary tax. Estate planning attorneys used to say, “You only pay if you don’t plan.” Now, portability of the federal estate tax exclusion provides both an alternative and a back up plan to lifetime tax planning. This means you might be able to minimize or even eliminate federal estate taxes even if you didn’t plan. Here’s how. Portability allows married couples to use two estate …

Cryptocurrency and Estate Planning: What You Need to Know

Fri 24 Jan, by on Estate Planning

Cryptocurrency and Estate Planning: What You Need to Know

Cryptocurrencies have been making headlines as of late, with more and more investors wanting in on this digital currency. Cryptocurrencies are attractive because they are unregulated, decentralized, and anonymous. While secrecy is useful in some areas of life, when it comes to estate planning it can lead to disaster. Indeed, your entire cryptocurrency investment can essentially disappear into thin air the moment you pass away or become incapacitated. If you have not taken the proper …

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