Should Your Estate Plan Go Beyond the Basics?

January 7, 2011 - Andrew Smith

For folks with a limited number of assets, and a straightforward family situation, a basic estate plan is probably enough.... Read More

Estate Planning

Planning For Your Children With a Family Pot Trust

January 5, 2011 - Andrew Smith

If you’re the parent of young children, your estate plan serves a special purpose. With it, you designate a guardian... Read More

Estate Planning

January 3, 2011 - Andrew Smith

Intestacy is the legal term for dying without having a valid Will in place. You can die “intestate” for two... Read More

Estate Planning

December 31, 2010 - Andrew Smith

Even in death, it’s hard to escape certain expenses. For example, there are final bills and debts, funeral and burial... Read More

Estate Planning

December 29, 2010 - Andrew Smith

Most of us are more than happy to provide for our spouses using our estate plans. In fact, providing for... Read More

Estate Planning

December 27, 2010 - Andrew Smith

People tend to use the terms “death tax”, “estate tax” and “inheritance tax” like they’re all exactly the same thing.... Read More

Taxes

December 17, 2010 - Andrew Smith

As a loved one progresses from the early to the middle stages of Alzheimer’s disease, there may come a time... Read More

Long Term Care

December 15, 2010 - Andrew Smith

One of the benefits of having a Revocable Living Trust is the privacy it affords you when it comes to... Read More

Estate Planning

December 13, 2010 - Andrew Smith

When people consider buying a life insurance policy, they’re usually thinking of providing for their spouse and children in the... Read More

Estate Planning

December 10, 2010 - Andrew Smith

One thing that sets Roth IRA’s apart from other retirement savings plans is their availability as an option for passing... Read More

Estate Planning

December 8, 2010 - Andrew Smith

Leaving an inheritance to a child is a little trickier than leaving an inheritance to an adult. After all, if... Read More

Estate Planning

December 6, 2010 - Andrew Smith

As you get ready to make a Revocable Living Trust, there are certain things you’ll want to consider. Here are... Read More

Estate Planning