Planning Your Estate With Privacy in Mind

By: Katherine Hicks

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When you use a Will to plan your estate, much of your personal information becomes public after your death. A Trust can help you accomplish your estate planning goals while shielding your personal affairs from...

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Helping Your Parents Age Gracefully

By: Katherine Hicks

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Your mom and dad have always been there to guide you through life's challenges. Now, the tables are turning. Learn some strategies for gently helping your parents plan for the challenges they're likely to face...

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What to Expect When You’re Inheriting

By: Katherine Hicks

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Most of us have daydreamed about inheriting money, but the reality of inheriting often doesn't match our dreams. In the real world, an inheritance can bring with it a number of questions and worries. Here...

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Five Estate Planning Myths

By: Katherine Hicks

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Estate planning is on everyone's "should do" list, but it rarely seems to make it to the top of the "to do" list. Perhaps this is because of all the myths surrounding the estate planning...

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Does a Roth Make Sense for You?

By: Katherine Hicks

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Choosing between a traditional IRA and a Roth IRA can have significant tax and estate planning consequences. Whether a Roth is the right option depends on a number of factors, including an account owner's current...

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Getting Value Out of Giving with Charitable Trust

By: Katherine Hicks

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You've heard the maxim, "It's better to give than to receive." Americans take this aphorism to heart, especially as it relates to contributions to charity. Did you know that our tax laws actually encourage charitable...

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