Month: October 2021

A person is writing on the will and testament.

2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?

October 31, 2021

Even if you put a totally solid estate plan in place, it can turn out...

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How Estate Planning Can Bring Blended Families Closer

October 26, 2021

Yours, mine and ours â€¦ in todayâ€™s modern family, itâ€™s oh so common. The blended...

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Why You Need a Trust – Even if You Aren’t Rich

October 16, 2021

When you hear the words, â€œtrust fund,â€ do you conjure up images of stately mansions...

A building with the capitol in the background.

House Democrats Propose Sweeping New Changes to Tax Laws That Stand to Have Major Impact on Estate Planning – Part 1

October 5, 2021

On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion...