Legacy and Estate Planning

Estate planning is a comprehensive process involving a range of legal and financial documents designed to protect and distribute your assets as per your wishes. While most people associate estate planning with wills, trusts, and powers of attorney, one oftenREAD MORE

A comprehensive estate plan includes wills, trusts, and directives. These documents indicate how a person wants their property and accounts, or “estate”, to be managed in the event that they are incapacitated. Estate planning is crucial for anyone who hasREAD MORE

Imagine a world where estate planning is an afterthought. In this realm, individuals and families plunge into turmoil due to the absence of a well-structured estate plan. Let’s explore a few real-life scenarios to understand the ramifications of not havingREAD MORE

From construction to manufacturing and transportation, numerous blue-collar professionals earn their livelihood working in high-risk jobs. Many of these professionals trust that workers’ compensation will provide for their families in the event of an emergency on the job. But whatREAD MORE

Changes to tax laws happen so often they can be hard to keep track of. As different presidential administrations make reforms and updates to tax law, tax authorities also make frequent regulatory changes. One such change is the annual adjustmentREAD MORE

Thoughts on creating a legacy through charitable giving often begin later in life, when children are grown, with children of their own. Thoughts of charitable giving often coincide with grandchildren heading back to school when the pleasure of long summerREAD MORE

Sending your children off to college is a significant moment filled with excitement and pride. Amid the flurry of college preparations, parents often focus on practical matters such as packing, finances, and logistics. However, one crucial aspect often overlooked isREAD MORE

Historian James Truslow Adams introduced the term “American Dream” in his best-selling book Epic of America. First published in 1931, Adams described it as, “that dream of a land in which life should be better and richer and fuller forREAD MORE

As we approach Independence Day, a time when we celebrate the cherished ideals of liberty and self-determination, it becomes even more crucial to reflect on our own personal independence and take steps to safeguard it for the future. One essentialREAD MORE

There’s no doubt that America’s political landscape has become polarized over the past decade. And it’s well known that partisan politics can lead to uncertainty in many areas that can have a direct effect on our lives. Estate planning is noREAD MORE