Blog
Reviewing your revocable trust
It’s important to review a revocable trust regularly to see if any…
Can Alzheimer’s Disease Be Prevented?
Many think there’s no real way to prevent Alzheimer’s, but writer and…
Valuation discounts for transfers in family businesses at risk
The ability to take valuation discounts on the transfer of an interest…
Survivorship life insurance good for estate planning
Survivorship life insurance (also known as “second-to-die”) can be an important vehicle…
Estate Planning Tips for Blended Families
Most of us need to do some type estate planning, but it’s…
Avoid this new Medicare ‘trap’
When Judy Hanttula came home from the hospital after surgery last November,…
Naming Your Trust the Beneficiary of Your IRA
If you have a trust and would like to make it the…
5 Estate Planning Tips for Entrepreneurs
While many entrepreneurs are focused on growing the business, they often neglect…
The Best Reason to Get an Estate Plan
There are many reasons why you should get an estate plan, but…