Why Everyone Needs to Keep Their Estate Plan Updated
As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents,...
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Milan Hanson
- Feb 17
- 5 min
5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess
In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on...
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Milan Hanson
- Feb 8
- 4 min
Before You Agree to Be a Trustee, Read This!
Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant...
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Milan Hanson
- Jan 31
- 5 min
Revocable Living Trust or Irrevocable Trust: Which One is Right for You?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or...
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Milan Hanson
- Jan 24
- 6 min
What Happens to Your Debt When You Die?
According to the Federal Trade Commission, an individual’s debt does not disappear once that person dies. Rather, the debt must either be...
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Milan Hanson
- Jan 11
- 5 min
3 Essential Questions to Ask Before Creating Your Will Online
If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety...
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Milan Hanson
- Dec 15, 2022
- 5 min
4 Year-End Tax-Saving Strategies For 2022
Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-savings...
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Milan Hanson
- Nov 30, 2022
- 7 min
2022 Estate Planning Checkup: Is Your Estate Plan Up-To-Date?
As this year comes to a close, one of our primary goals is to educate our clients on the vital importance of not only preparing an estate...
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Milan Hanson
- Nov 16, 2022
- 5 min
Trusts & Taxes: What You Need to Know
People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up,...
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Milan Hanson
- Nov 8, 2022
- 5 min
How To Manage Your Digital Accounts After Your Death — Part 2
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
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Milan Hanson
- Nov 3, 2022
- 4 min
How To Manage Your Digital Accounts After Your Death — Part 1
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
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Milan Hanson
- Oct 31, 2022
- 4 min
How To Save Big Money On Your 2022 Taxes — Part 2
Taxes are a thorn in just about every business owner’s side. Indeed, taxes are your single biggest business expense. That said, it’s...
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Milan Hanson
- Oct 11, 2022
- 6 min
5 Smart Ways To Pay For Your Funeral That Won’t Leave Your Family To Foot The Bill
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...
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Milan Hanson
- Oct 4, 2022
- 5 min
Anne Heche Dies with Conflict Around Her Will, Leaving Her Sons & Estate in Legal Limbo — Part 2
Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and...
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Milan Hanson
- Sep 27, 2022
- 7 min
Anne Heche Dies with Conflict Around Her Will, Leaving Her Sons & Estate in Legal Limbo — Part 1
Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where...
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Milan Hanson
- Sep 20, 2022
- 7 min
President Biden’s Student Debt Relief Plan Explained With Frequently Asked Questions
This August, President Biden, Vice President Harris, and the U.S. Department of Education (DOE) announced a three-part plan to help low...
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Milan Hanson
- Sep 13, 2022
- 4 min
Selling Real Estate or a Business? Avoid Capital Gains Tax with a Charitable Remainder Trust
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...
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Milan Hanson
- Sep 6, 2022
- 6 min
Protect Your Aging Loved Ones From Undue Influence
Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they...
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Milan Hanson
- Aug 30, 2022
- 6 min
What Your Last Will & Testament Will (And Will Not) Do — Part 2
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...
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Milan Hanson
- Aug 24, 2022
- 5 min
What Your Last Will & Testament Will (And Will Not) Do — Part 1
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...
13 views0 comments
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