Estate Planning Services
NEWS and ARTICLES
Giving Back: Donating to Charity Via Your Estate Plan
Done properly, the organization will benefit from your donation and its own tax exempt status and you as the giver benefit from “doing good” and various tax benefits. It’s a serious win-win.
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Guest Post: 9 Helpful Apps for Long-Distance Caregivers
By Marie Villeza, elderimpact.org Along with the aging Baby Boomer population has come a rise in high-tech solutions for…
READ MORE →Save the Date for Veterans!
Recent reports released by the Department of Veteran Affairs (VA) and the Department of Defense (DoD) show that every day approximately 22 military service members take…
READ MORE →What is a Special Needs Trust?
If you are the parent of a special needs child, you are no stranger to being an advocate…
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Why a Single Parent Should ALWAYS Have an Estate Plan
Recently, I learned of a colleague asking for assistance with a sticky situation. His client, a single parent,…
READ MORE →Managing Your Social Media After Death: Twitter, Google & Instagram
Not many of us like thinking about death — especially our own. But making plans for what happens…
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How Detailed Should Your Family be with Estate Planning Communication?
Q: Should you reveal your exact plans for your estate and your holdings? A lot has been made lately…
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FAQ: Interview With Marcus Seiter
Ed. Note: The following is the text of an interview that was conducted by a media source…
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4th of July: Why Estate Planning is Ultimately About Freedom
We are celebrating our country’s Independence. An honor fought for with the American Revolution and solidified by our…
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Summertime Means Travel, But Are You Really Prepared?
Summer Vacation is a family’s happy place. When mom says be sure to pack all the essentials and…
READ MORE →Estate Planning by the Numbers: Millennials vs Baby Boomers
More Troubling Statistics When it Comes to Millennials and Estate Planning Much has been made about the differences…
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Estate Planning & Graduates: Financial Strategies
When your graduate crosses the stage this month, they will take the financial reigns from you just as…
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