by Brian Douglas | Jan 29, 2018 | Estate Planning
The majority of individuals in the United States do not have wills or any estate planning documents in place. This is often because it can be difficult and painful to confront mortality, the process can be expensive, and people tend to put it off for a time in the...
by Brian Douglas | Jan 24, 2018 | Estate Planning
On Friday, December 22, 2017, President Donald Trump signed the massive tax bill new tax bill that is being touted as the most extensive overhaul of the federal tax system since 1986. Under this new bill, there are some significant changes for both individuals and...
by Brian Douglas | Jan 22, 2018 | Estate Planning
You know how important estate planning is for your loved ones. You want to make sure that they are provided for and that the process of disbursing your estate is simple, quick, and free from surprises. However, you may be overlooking one essential part of your estate:...
by Brian Douglas | Jan 17, 2018 | Estate Planning
Your Blended Family is Unique A blended family is one with children from more than one partnership. For many families, this looks like a second marriage in which one or both partners have children from a previous relationship. In some, the second marriage also results...
by Brian Douglas | Jan 15, 2018 | Estate Planning, Real Estate
Utilizing a trust for an estate plan has its benefits, many of them financial and legal. However, without property in the trust, the document is simply just a document and nothing more. Creating the trust is only the first step along the way. It is equally as...
by Brian Douglas | Jan 8, 2018 | Estate Planning
If you would like to work with us after getting to know the firm through our email newsletter or one of our free workshops, the next step is scheduling your EPIC Protection Planning Session. During the Session, we guide you through the probate process so you know...
