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,...
Search
Milan Hanson
- Nov 8
- 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...
5 views0 comments
Milan Hanson
- Nov 3
- 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...
9 views0 comments
Milan Hanson
- Oct 11
- 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...
4 views0 comments
Milan Hanson
- Oct 4
- 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...
11 views0 comments
Milan Hanson
- Sep 27
- 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...
13 views0 comments
Milan Hanson
- Sep 13
- 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...
6 views0 comments
Milan Hanson
- Sep 6
- 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...
14 views0 comments
Milan Hanson
- Aug 30
- 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...
7 views0 comments
Milan Hanson
- Aug 24
- 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...
12 views0 comments
Milan Hanson
- Aug 10
- 4 min
3 Critical Considerations for How to Save for Your Child’s / Grandchild's) College Education—Part 1
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
12 views0 comments
Milan Hanson
- Jul 26
- 7 min
How Estate Planning Can Reduce the High Cost Of Dying — Part 2
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly...
7 views0 comments
Milan Hanson
- Jul 20
- 6 min
How Estate Planning Can Reduce The High Cost Of Dying — Part 1
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly...
7 views0 comments
Milan Hanson
- Jul 5
- 6 min
What You Need to Know About Collecting Life Insurance Proceeds
If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the...
8 views0 comments
Milan Hanson
- Jun 28
- 8 min
Frequently-Asked Estate Planning Questions for LGBTQ+ Couples
As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. In the wake of the...
6 views0 comments
Milan Hanson
- Jun 21
- 6 min
3 Reasons Why Single Folks With No Children Need An Estate Plan
These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of...
9 views0 comments
Milan Hanson
- Jun 16
- 4 min
If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know
If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it’s a big...
10 views0 comments
Milan Hanson
- Jun 1
- 4 min
Don't Let Your Kids Leave Home Without Signing These 3 Documents
As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue...
25 views0 comments
Milan Hanson
- May 25
- 8 min
Key Milestones For Planning Your Retirement
The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your...
17 views0 comments
Milan Hanson
- May 17
- 9 min
10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2
Last week we discussed 5 of 10 of the most common estate-planning mistakes, and here we wrap up the list with remaining common errors.
18 views0 comments