What’s the big deal with Estate Taxes?

Dec 22, 2017 | Taxes

Earlier today, President Trump signed into law the Tax Cuts and Jobs Act of 2017, capping one of the most significant tax overhauls in the last 30 years. One of the items sure to generate ...

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10 Costly Misconceptions about Wills, Trusts, and Powers of Attorney

Take a look at some of the most common misconceptions that are often heard by us, at The Estate Planning Group: Misconception #1: A Power of Attorney can be used after death. No. Upon a person’s ...

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9 Mistakes that Can Tear Families Apart

Mistake #1: Relying on the Law.  If you do not set up an estate plan, upon your death your property will be distributed according to the laws of your last state of residence.  Often, the law ...

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How can I preserve my assets for my kids and loved ones?

May 25, 2017 | Families, Legacy, Medicaid, Probate, Taxes, Trusts

With tax time just behind us, you may be thinking you did well by minimizing what you paid to Uncle Sam and your state in taxes, so more can go to your family.  Every year ...

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Make 2017 the Year You Complete Your Estate Plan!

The start of the New Year almost always brings with it new goals and resolutions. So, what is the best way to meet these goals head-on and successfully complete them? Oftentimes, the key is in ...

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