by kevinadmin2016 | Jan 16, 2018 | Families, Legacy, Trusts, Wills
When did you last review your estate plan? How long ago did you put in place your estate plan? 5 years? 10 years? Over 10 years? Do you currently have an estate plan in place? Reviewing one’s estate plan serves at least two critical functions. First, a...
by kevinadmin2016 | 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 conversation is the changes made to estate taxes. Before we review the changes...
by kevinadmin2016 | Nov 6, 2017 | Children, Families, Legacy, Probate, Saving Money, Taxes, Wills
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 passing, Powers of Attorney lose any and all authority possessed...
by kevinadmin2016 | Oct 10, 2017 | Families, Inheritance, Legacy, Probate, Saving Money, Taxes, Wills
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 will require the probate judge to give your property to someone other than...
by kevinadmin2016 | Sep 22, 2017 | Electronic Assets
Facebook! With users easily surpassing 1,000,000,000, Facebook is arguably the most common social media platform. However, what happens to your Facebook page when you pass away? Who has access to your profile upon your death? Can you have your account deleted upon...