“Conventional planning techniques may cover you from a tax perspective, but they do little to address family strife.” It will be great if your estate plan saves your loved ones ...
“Follow this road map to ensure that your loved ones are taken care of after you’re gone.” A will should be a well-written document that describes how you’d like your ...
“There is a silent killer of many businesses in the United States, and our area is certainly not immune.” Statistics say that about 80 to 90% of U.S. businesses are ...
“How much of your Social Security income is taxable?” Based on the amount of your Social Security benefits and other income–including tax-free interest on municipal bonds and certain other excludable ...
“Sometimes an inheritance is more about the legacy than the assets being passed down, and sometimes it’s a little bit of both.” An ethical will, also known as a “legacy ...
“Have you ever wondered if you are part of the sandwich generation?” The “sandwich generation” is a generation of people, who are usually in their 30s, 40s and 50s. They ...
Blog last updated on June 21, 2021. When you create an estate plan with an attorney or financial advisor, you will be asked to name several people to act on ...
“Have you checked your beneficiary designation for your retirement account recently?” It’s important to review the beneficiary designations on accounts like life insurance, IRAs and pensions. Investopedia says that outdated ...
“The reality is that your traditional estate plan will result in a 70% chance that your wealth will be lost by the second generation, and a 90% chance that your ...
“According to a caring.com survey, only 42 percent of U.S. adults have estate planning documents, including a will.” Like many Americans, Aretha Franklin failed to draft a will. More than ...
“ Fiona and her team made a complicated and potentially difficult process of planning for the inevitable an easy, pleasant and uncomplicated experience. Amazing!”
“ The staff was very professional, courteous, and responsive. The process of updating and restating our trusts was less arduous than anticipated. Every question was clearly explained and clarified and aimed at our level of understanding. This was an A+ service.”
“ Fiona is professional and highly knowledgeable, but what sets her apart is her ability to explain complex legal details in an easy to understand manner. She is friendly and patiently answered our many questions thoroughly. Her staff is equally friendly and responsive. And they accomplished all of this under virtual conditions! Very pleased with our experience.”
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