by Ruby Steinbrecher | Apr 5, 2024 | Estate Planning, Estate Taxes, Legacy, Retirement, Tips, Wills
People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up, here we’re going to explain the tax implications associated with different types of trusts in order to clarify this issue. Of...
by Ruby Steinbrecher | Mar 22, 2024 | Estate Planning, Estate Taxes, Legacy, Retirement, Tips, Wills
Women outlive men, make less during their careers and have less in savings due to pay discrepancies and time taken out of the workforce to raise their families. These are just a few reasons why it is important for you to know the following about estate planning: A...
by Ruby Steinbrecher | Mar 7, 2024 | Estate Planning, Estate Taxes, Legacy, Retirement, Tips, Wills
Spring has officially sprung and that means it’s spring cleaning time. Shake out the rugs, clean out the cupboards, and get your legal and financial affairs in order. For plenty of folks, it’s easy to know what to do when it comes to home organization, but the idea of...
by Ruby Steinbrecher | Feb 15, 2024 | Estate Planning, Finance, Legacy, Tips, Trusts
Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis and what this means for their ability to protect their wishes through an estate plan. We covered: What it means to have mental capacity or be incapacitated How dementia...
by Ruby Steinbrecher | Feb 8, 2024 | Estate Planning, Finance, Legacy, Tips, Trusts
Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis affects your loved one’s legal decision-making is crucial to ensuring their wishes are honored and that you are...
