One thing that people sometimes mention when creating an estate plan is that they are worried that their heirs may not have the same values that they do, or that they may have different spending habits. Essentially, the person is concerned that they have been saving...
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Estate Planning
Why you should consider a QDOT if you have a non-citizen spouse
There are a lot of misconceptions about whether people who aren’t U.S. citizens can inherit assets. If you’re a U.S. citizen and your spouse hasn’t yet obtained citizenship, you may be putting off your estate planning until that process is complete. However, that...
3 times it makes sense to add a trust to your estate plan
Trusts have an unfairly negative reputation. People often associate them with the incredibly wealthy and with privileged adult children who have never worked a job. However, trusts are actually incredibly useful for many people planning their estates. Both...
Let’s Talk About HIPAA
Let’s talk about HIPAA – The Health Insurance Portability and Accountability Act of 1996. This law is often misconstrued and misunderstood and has recently been pushed to the forefront of conversations again due to misunderstandings about what it does and does not...
National Estate Planning Awareness Week
By a resolution that was passed on September 27, 2008, the U.S. House of Representatives designated the third week of October as “National Estate Planning Awareness Week”. So, what should you consider when you think about estate planning? The Basic Will Under...