Learning Center
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Estate Planning Basics
Charitable Gifting Through Estate Planning
The summer Kyle Knight turned 21, he started feeling sick. After a series of hospital and doctor visits, he and his family learned that he had Type 1 Diabetes.
October 22, 2015
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Estate Planning Basics
When You’ll Never Know the Real Deadline: Estate Planning
No one likes to talk about death, even though we all know it is inevitable. The tough question that follows the necessary discussion includes what do you want ...
October 21, 2015
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Estate Planning Basics
If Only They Were Fairytale Problems – Modern Day Cinderella Troubles
When people remarry, the dynamics between children and step-parents is never over, even after one of the spouses has passed away. In cases when one spouse was ...
September 17, 2015
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Estate Planning Basics
Changing a Will Definitely Not a Do-It-Yourself Project
It may seem that revoking a will should be a pretty straightforward process, but it is not. In more cases than you can imagine, people who think they have done ...
September 15, 2015
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Estate Planning Basics
The Benefits of Using a Trust in Estate Planning
Having a trust sounds like something that only wealthy people need, but trusts are useful estate planning tools for regular folks too.
August 20, 2015
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Estate Planning Basics
Change How You Think About Estate Planning to Avoid Procrastination
The simple and unpleasant truth of estate planning is this: few people enjoy spending time contemplating their own mortality. Estate Planning requires ...
August 19, 2015
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Estate Planning Basics
Fundamentals of Preparing a Will
Laws that govern wills, trusts and estates can be complex for wills leaving do-it-yourself projects potentially lacking in substance and effectiveness ...
August 17, 2015
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Estate Planning Basics
The 50+ Bride (or Groom)
Coming together at 50-plus is different from getting married in your 20s, particularly when it comes to money. “You’ve had a lifetime of solidifying your money ...
April 30, 2015
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Estate Planning Basics
Millennials, This Isn’t Your Parents’ Financial and Estate Planning
Financial planner Joe Pitzl, 34, says Millennials like himself have a different way of absorbing information than their parents and grandparents, and as a ...
April 28, 2015
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Estate Planning Basics
Retirement and Estate Planning: Unmarried Couples vs Married Couples
Although some couples remain unmarried to protect their estates, that strategy may backfire if you end up paying estate taxes. If you choose not to marry, you ...
April 27, 2015
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