by beth | Nov 3, 2021 | Estate Planning, Podcast, Trusts
By: Jacquelyn Gutc In our latest podcast “Breaking Upward,” Beth Andersen and DeDe Jones, CPA and certified financial planner, discuss trusts, estate planning and CRITICAL PROPOSED CHANGES to federal estate and gift tax law, which may affect you. Proposed tax changes...
by beth | Sep 23, 2019 | Estate Planning, Trusts, Wills
By Kameryn McCollough Many people seek to use estate planning as a way to protect their assets against creditors. While there are ways to create protections using wills or trusts, creditors are still able to reach those assets under certain circumstances. That being...
by beth | Aug 14, 2019 | Estate Planning, Trusts
Your estate plan may include a revocable living trust, which is a “will substitute.” That means that the trust document will determine who will receive your property after you die. If you have this type of trust, you will need to “fund” it by transferring your...
by beth | Aug 14, 2019 | Estate Planning, Trusts
Funding your revocable living trust can be overwhelming. It is important that you properly title any assets that you want to transfer into your trust, and there are benefits and disadvantages to transferring such property. If you have questions about a type of...
by beth | Nov 13, 2018 | Elder law, Estate Planning, Living Wills, Power of Attorney, Trusts, Videos
In my practice over the years, I have learned what to watch for to protect aging relatives. Here are 7 pointers and things to consider as you care for an older relative. 1. Get estate planning documents in place before it is too late If you do not do this in...
by beth | Oct 9, 2018 | Conservatorship, Estate Planning, Guardianship, Living Wills, Power of Attorney, Trusts, Videos, Wills
Estate planning is so important because it legalizes all of the most important decisions you can make regarding your family and property once you are gone as well as how you want to be cared for in an emergency. Here are the estate planning documents you probably...
