A New Year’s Resolution: Your Estate Plan
There is no better way to bring together a new year's resolution of health, wealth and family than estate planning. If creating or updating your estate plan isn’t your New Year’s Resolution-see why it should
Estate Planning 101 | A Terminology Guide
This guide is intended to define certain terminology and explain structural concepts within an estate plan that may pop up during your own research or when talking with your estate planning attorney. Probate and Last Will and Testament It is a common misconception of many clients that drafting a Last Will and Testament (“Will”) [...]
International Skeptics Day: A Revocable Living Trust is Not….
In celebration of International Skeptics Day, I will walk through what a Revocable Living Trust is not: A Revocable Living Trust is Not a Irrevocable Trust The term "revocable" means that something is capable of being canceled, altered, &/or revoked. When someone creates a revocable living trust, let's refer to them as the "creator," they [...]
An Estate Planning Lesson on American Business Women’s Day
Happy American Business Women’s Day 2022! Yours truly, Shayna
Protecting Your Children’s Inheritance
For clients with minor children, often one of the biggest concerns they have is over what will happen with the inheritance if their children were to inherit while they are still minors. Some of the most difficult questions they are faced with include: Who will care for my children? Who will manage the money for [...]
Protecting Family Real Estate – Options and Considerations
Estate planning for Family Real Estate, including cabins, cottages, lake properties, a second home, or hideaway may present obstacles. Planning by the patriarch and matriarch is the best way to curtail family disagreement and keep the family memories pleasant.
Selecting Back-Up Parents —
Is guardian selection for your minor children causing you stress? Have you not created a will because you don't know where to start? Read this to get started on selecting a guardian for your minor children.
Well, There Goes Your Estate Plan | Impact of Proposed IRA Legislation on Estate Planning GalleryWell, There Goes Your Estate Plan | Impact of Proposed IRA Legislation on Estate Planning
Borakove Osman Newsroom, Borakove Osman Newsroom, Estate Planning, Estate Planning Blog, ThE-State of Planning, Uncategorized
Well, There Goes Your Estate Plan | Impact of Proposed IRA Legislation on Estate Planning
Based on my news feed, and the sudden increase of emails forwarding me articles on this topic, interesting legislation on IRAs has caused many financial planners, clients and estate planning attorneys to review and potentially rethink how IRAs are coordinated with a client's estate plan. The link below will take you to an article posted [...]
Family Cottage and Family Cabin Planning
When a designing an estate plan for a client with a Family Cabin, we use the following Family Cabin Poll and Discussion Tool when we explore our clients' goals and objectives.