Topics
Topic:
Family Planning
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Kids Headed to College? You May Want Them to Sign These Four Documents.
Estate planning isn’t often at the top of the priorities list when sending your kid off to college. Allow us to shake things up and bring it straight to the top, at least for some quick consideration. Here’s why: Once your kids turn 18, they are legally adults. Many areas of their life that were…
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The Pros and Cons of 529 ABLE Plans
529 ABLE plans are accounts that can be used to provide for a disabled beneficiary and can be a low-cost alternative to a special needs trust. A 529 ABLE plan is similar to an education 529 plan in that earnings on the contributions are tax deferred and tax free when withdrawn to pay for qualified…
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I’m Traveling Alone and My Phone Got Stolen!
In this technological age where everything is electronic, what would happen if you traveled to a foreign country and your phone was lost, broken, or stolen? I recently traveled to Panama by myself and thought about this type of situation very seriously. My last two trips involved a family member or friend, so at least…
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I Just Got Married, What’s Next?
Congratulations! For many people, getting married is a major life milestone. Did you know that there are some legal and financial changes that are required after marriage? While there is no one-size-fits-all approach, we have created a list of items for you and your spouse to discuss so you don’t have any unexpected surprises. Property…
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Understanding Estate Exemption Rules
Maintaining an updated estate plan is among the most important things you can do for your heirs. Thoughtful planning can minimize income, gift, and estate taxes. A good place to start is to understand the estate exemption rules. The federal estate exemption is the amount of assets the government allows you to have at death…
