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5 Advantages of a Business Trust

Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.

07/24/22 • by: Vick Law, P.C.

What Happens If My Partner Dies and We’re Not Married?

Estate Planning

All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.

07/22/22 • by: Vick Law, P.C.

3 Financial Planning Tips for Blended Families

Estate Planning

When combining finances as a new family, there’s lots to consider. To make the best choices, here are six key areas to plan ahead and consider.

07/18/22 • by: Vick Law, P.C.

2 Options to Long-Term Care Insurance

Estate Planning

There are other types of policies and investments that you can use to get long-term care benefits.

07/15/22 • by: Vick Law, P.C.

8 Tips to Maximize Your IRA

Estate Planning

Use these suggestions to boost the balance in your retirement nest egg.

07/12/22 • by: Vick Law, P.C.

Estate Planning Tips for Solo Seniors

Estate Planning

So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.

07/11/22 • by: Vick Law, P.C.

7 Estate Planning Tips You Need Now

Estate Planning

Since we’re all going to die (yes, even those of us who are still in our 20s!), we might as well make things easier for the loved ones who, along with grieving our loss, will have to deal with the financial and logistical pieces of our lives.

07/08/22 • by: Vick Law, P.C.

How Do I Store Estate Planning Documents?

Estate Planning

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.

07/05/22 • by: Vick Law, P.C.

How Is a Transfer on Death CD Account Taxed?

Estate Planning

Certificates of deposit (CDs) are a low-risk way of putting some money aside for the short- to medium-term future and are a popular way for seniors to earn a modest return on their savings.

06/30/22 • by: Vick Law, P.C.

Living Trust vs. Estate Plan - What's the Difference?

Estate Planning

In this article, we will address two terms which some people use interchangeably, but which are very different things: living trusts and estate plans.

06/28/22 • by: Vick Law, P.C.

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Estate Planning Blog

5 Advantages of a Business Trust

What Happens If My Partner Dies and We’re Not Married?

3 Financial Planning Tips for Blended Families

2 Options to Long-Term Care Insurance

8 Tips to Maximize Your IRA

Estate Planning Tips for Solo Seniors

7 Estate Planning Tips You Need Now

How Do I Store Estate Planning Documents?

How Is a Transfer on Death CD Account Taxed?

Living Trust vs. Estate Plan - What's the Difference?

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