by msmyers | Jul 31, 2018 | Estate Planning
“Now that the summer is in full swing, the kids are out of school, and the boats are in the water, it’s a good time to take a fresh look at the work you have already done in planning for your future and the future of your loved ones. Here is a helpful checklist...
by msmyers | Jul 19, 2018 | Estate Planning
“Divorce is not easy. It’s not only a difficult time emotionally, but you also have a lot to do and many decisions to make. I am going to add one more task to your “to do” list. You need to address your estate plan. It could be the plan deep in your filing...
by msmyers | Jul 17, 2018 | Estate Planning
“Most people are devoted to their pets but do not realize they can include their pets in their estate plan. Including a pet may be something as simple as naming a custodian to ensure the pets are re-homed, or as detailed as setting aside funds to care for the pets. In...
by msmyers | Jul 12, 2018 | Estate Planning
When life’s two certainties, death and taxes intersect, it can be complicated and confusing. This article breaks down some of your inheritance tax questions. How Taxes May Affect Your Inheritance
by msmyers | Jul 10, 2018 | Estate Planning
“A properly designed special needs trust promotes the comfort and happiness of the special needs beneficiary without sacrificing eligibility for benefits. A sufficiently funded trust can provide for medical expenses, education and necessary equipment, like a...
