by Trish Butcher | Oct 19, 2022 | Uncategorized
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital importance of not only preparing an estate plan, but also keeping your plan up-to-date. While you almost surely understand the...
by Trish Butcher | Oct 11, 2022 | Uncategorized
With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, at the very least your estate plan should include enough money to cover this final expense. And if you are thinking of simply setting aside money in your will to cover...
by Trish Butcher | Oct 4, 2022 | Uncategorized
Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and Atlas Heche Tupper, age 13. Last week, in part one, we covered the way uncertainty around Heche’s estate plan is creating conflict...
by Trish Butcher | Sep 27, 2022 | Uncategorized
Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where it burst into flames. After being pulled from the wreckage, the Emmy Award-winning actress was hospitalized in critical condition,...
by Trish Butcher | Sep 20, 2022 | Uncategorized
This August, President Biden, Vice President Harris, and the U.S. Department of Education (DOE) announced a three-part plan to help low and middle-income families deal with the increasingly burdensome cost of paying for college, while also making the student loan...
by Trish Butcher | Sep 13, 2022 | Uncategorized
If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to give us a call to discuss whether to set up a Charitable Remainder Trust (CRT) first. Think of it this way: would you rather pay taxes and send your...