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Charitable Giving Through Estate Planning

Posted by Zach Dana on October 9, 2018

There are many reasons to set aside money, property and/or physical possessions for charity while drawing up your estate plan for after your pass on. Not only is it a nice thing to do and can help you leave a lasting beneficial impact on your community, but in many cases charitable giving can also help […]

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How to Avoid Family Conflict in Estate Planning

Posted by Zach Dana on September 24, 2018

While there are many things to consider when it comes to estate planning, including tax implications and proper structuring, it’s also important to think about how to best reduce the risk of family conflicts after you’re gone, especially with the raised tax ceiling. When family members and close friends get into a dispute over your […]

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The Effects a Personal Injury Settlement Has on Estate Planning

Posted by Zach Dana on August 27, 2018

When you are injured in an accident due to someone else’s negligence, you are entitled to compensation for your injuries, lost wages and more. However, when you are awarded a settlement, you may find it greatly increases your assets. This means your estate will become larger and it will have an impact on you and […]

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New Grandchild or Child? It’s Time To Update Your Estate Plan!

Posted by Zach Dana on August 24, 2018

You may have already created an estate plan, but this doesn’t mean your work is done. As life moves on, changes can occur that will require you to change your plans. Whether it’s the birth of your own child or a grandchild, it may be time to take another look and make some adjustments to […]

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