Tag archive: plan

Back To The Basics/Recap – Do I Need An Estate Plan?

Hello loyal readers! We are a little over half-way through the first year of our Wealth Planning Blog now, and with the close of the summer quickly approaching, kids going back to school, and life going back to “normal,” we thought it might be a good time to go back to the basics and discuss…

Qualified Spousal Trusts – Transfer Your Family Home Today

When we meet with families, we not only try to recommend a customized estate plan that incorporates all of their desires, but we then proceed to hound them to get all of their “homework” done once their plan is in place. After all, signing the documents is only the first step. An “unfunded” estate plan…

Trouble in Transition

“Life is pleasant. Death is peaceful. It’s the transition that is troublesome” By Isaac Asimov, American science fiction novelist and scholar Though it may not be exactly what Isaac Asimov meant, I couldn’t help but think about his quote this past week as my family faced the unexpected and WAY too soon passing of one…

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