31
10, 2022
Meet Our Estate Planning Team
For all our estate planning clients, no matter the size of the estate o [...]
31
10, 2022
REVOCABLE LIVING TRUSTS: An Estate Planning Tool
By Alex Montoya Whether you have an established estate plan or are in t [...]
31
10, 2022
PROBATE QUESTIONS: What is Inheritance Tax?
By Sam O’Neill Inheritance tax is a state tax that beneficiaries pay whe [...]
15
07, 2022
What Happens to my Estate Planning Documents When I Move?
By Alex Montoya Having a well-rounded estate plan (generally a will, rev [...]
15
07, 2022
Probate Questions: What is an Inventory?
By Sam O’Neill When grieving, the last thing anyone wants to deal with [...]
7
04, 2022
COVID-19’s Impact on Estate Planning
By Payton Hostens The pandemic has created a shift in how Americans thi [...]
7
04, 2022
Future Planning for Your Special Needs Child
By Andrew Deaver Planning for the future of a child with intellectual o [...]
12
01, 2022
MISSION POSSIBLE: Working and Receiving Medicaid & SSI Benefits
By Carrie Gaines It is commonly thought that it is not possible to work [...]
12
01, 2022
Federal Estate & Gift Tax Update
By Howard Kaslow Each year the Internal Revenue Service (IRS) adjusts f [...]
19
10, 2021
Leaving a Legacy: Multigenerational Estate Planning
BY PAYTON HOSTENS Leaving behind a legacy when you die is a common goal [...]