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Estate Planning Articles

• When to Update Your Will
  A will is an important estate planning document that describes how your property should be distributed after you pass away. Most people put a lot of thought into … More
• What are the potential pitfalls of annuities?
  Although annuities have their advantages, in terms of tax-deferred growth and an unlimited contribution levels, annuities also have a number of pitfalls that you must … More
• Protect Your Children with Your Last Will and Testament
  There’s a lot to think about when you are expecting a baby. Baby names, nursery décor and car seat installation probably come to mind … More
• Naming a Guardian for Your Children
  Are you, like many parents, overwhelmed thinking about appointing a guardian for your children? Should something happen to you, your choice of a guardian will be … More
• Establishing a Trust for Your Kids
  Many parents want to provide for their children financially but may be reluctant to allow a teenager or young adult unfiltered access to the money. They may be … More
• The Uniform Transfers to Minors Act: An Overview
  The Uniform Gift to Minors Act (UGMA) and the Uniform Transfers to Minors Act (UTMA) provide a way for parents to maintain control over property that is owned by … More
• Naming Children as Life Insurance Beneficiaries
  Many people purchase life insurance to provide for their children. As the term implies, life insurance is an insurance plan that allows a parent, or other policy … More
• Family Limited Partnerships
  While the financial operations of a family are certainly different than the financial operations of a business, there are many similarities. Both have the common … More
• Estate Planning Tools for Wealth Transfer
  Proper estate planning does not leave all the transfer of all of your money and assets until the time of your death. Many people, particularly those who have … More

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