Estate Plan Mentor

11/05/2022

What conditions will you put in place?

Imposing reasonable conditions on your loved ones during estate planning is smart, but overly burdensome ones can have disastrous results.

11/03/2022

The feeling you get knowing your family is safe and secure. 😎

11/03/2022

Many farmers undervalue their land which can expose them to higher taxes than expected. Check out how the federal tax exemption is expected to go from 12 million to 6 million by 2026

When you hear of a new record sale of farmland it raises eyebrows — and your farmland’s worth. With this key asset rapidly increasing in value, you need to analyze your estate plan.

11/01/2022

What will happen to your crypto when you pass away? Find out here!

When the Grim Reaper comes, will he take all your Bitcoins, too? Here’s how to ensure your crypto wealth can survive and live on for your heirs.

11/01/2022

A good story and bad story. Which one Will your kids have? (no pun intended) 😜

The recent deaths of a well-known actress and the queen of England put planning for your estate into perspective.

10/31/2022

Can saving for college benefit your estate plan? Find out how! 🤓

Recent changes make 529 savings plans even better estate planning tools than before.

10/31/2022

Life insurance plays a key role in any estate plan. Here are some common ways people use life insurance in their estate plans!

Estate planning can protect your hard-earned cash from double taxation and protect your family from unnecessary stress and financial burden. Some solutions

10/30/2022

Is your marriage affecting your tax rate? 😬

Marriage is what brings us together, but along with the matrimonial duties come legal and financial responsibilities. That includes taxes, and more specifically, a potential for a marriage tax penalty. This means that as a married couple you end up … Continue reading → The post What the Marriage...

10/30/2022

Probate court can be expensive... Is your attorney overcharging?

A reader writes: My attorney charges $650 an hour, so she is expecting a big fee when I...

10/28/2022

When was the last conversation you had about your family legacy? Visit our website to book a free strategy call with one of our estate planning experts!

Ready to plan your legacy? Learn estate planning basics now, in support of productive strategy conversations with your financial advisor, lawyer, and tax advisor.

10/28/2022

Mental health issues can affect the whole family. Check out these estate planning strategies to keep your family safe and secure!

Planning for family members with mental health issues can be difficult. Knowing what the person can handle on their own and what they need assistance with can be hard to figure out.

10/26/2022

Many people think the purpose of a Will is to make decisions about someone's estate when they pass away. While this is true, the number one thing most people forget is to appoint someone to make financial and medical decisions if that person were ever to become incapacitated. Check out this great article on Kiplinger for more detail...

Overlooking an important step or making a blunder can derail all your careful planning, leaving your heirs and beneficiaries with a headache-inducing challenge.