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6 Year End Nonprofit Tasks

It's about to be the end of another year which means there's some yearly housekeeping every nonprofit organization must do. Here are six things every nonprofit should do before the end of the year: 1. Have Your Annual Meeting. The bylaws for most nonprofit corporations require the organization to have [...]

When Is The Best Time To Create A Trust?

Question: When should I create a trust? My assets include a couple of cars, my home, less than $100,000 in savings and a 401k. Do I need a trust? Answer: A Revocable Living Trust can be beneficial for anyone, regardless of what they do or the amount of assets they [...]

Estate Planning for Young Families

Many young families put off estate planning because they are young and healthy and don't need to do it yet, or because they don’t think they can afford it. But even a healthy, young adult can be taken suddenly by an accident or illness (Terri Schaivo being an example). And [...]

Estate Planning for Women

Estate Planning for Women is Critical While estate planning is important for everyone, women especially need to understand estate planning and have a plan of their own in place. Here are some issues that are of particular interest to women and their estate planning. Incapacity On average, women live longer [...]

5 Common Estate Planning Mistakes to Avoid

From time to time, we like to go over why having a complete, up-to-date estate plan is so important. We hope this article and provide you with valuable information to for yourself and your family and information that you can pass along to friends and family who, for whatever reasons, [...]

By |August 2nd, 2013|All Categories, Estate Planning, FAQ|Comments Off on 5 Common Estate Planning Mistakes to Avoid

Young Adults Need Estate Planning Too

Estate Planning for Young Adults is Critical Although it may surprise some people, once a child turns 18 their parents lose the legal ability to make decisions for their child and find out basic information. A parent learning that he or she cannot see their college student’s grades without their [...]

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