Estate Plan Mentor

What conditions will you put in place?

Is It OK to Rule From the Grave? Imposing reasonable conditions on your loved ones during estate planning is smart, but overly burdensome ones can have disastrous results.

The feeling you get knowing your family is safe and secure. 😎

Many farmers undervalue their land which can expose them to higher taxes than expected. Check out how the federal tax exemption is expected to go from 12 million to 6 million by 2026

High Exposure: Understand How Record Farmland Prices Impact Your Estate Plan When you hear of a new record sale of farmland it raises eyebrows — and your farmland’s worth. With this key asset rapidly increasing in value, you need to analyze your estate plan.

A good story and bad story. Which one Will your kids have? (no pun intended) 😜

Council Post: A Tragedy And The Queen’s Perfect Plan: Why Estate Planning Now Is Critical For All Of Us The recent deaths of a well-known actress and the queen of England put planning for your estate into perspective.

Can saving for college benefit your estate plan? Find out how! 🤓

Reap The Recently-Created Estate Planning Advantages Of 529 Plans Recent changes make 529 savings plans even better estate planning tools than before.

Life insurance plays a key role in any estate plan. Here are some common ways people use life insurance in their estate plans!

Life insurance can help with estate planning - Business Plus Estate planning can protect your hard-earned cash from double taxation and protect your family from unnecessary stress and financial burden. Some solutions

Is your marriage affecting your tax rate? 😬

How to Avoid The Marriage Tax Penalty Marriage is what brings us together, but along with the matrimonial duties come legal and financial responsibilities. That includes taxes, and more specifically, a potential for a marriage tax penalty. This means that as a married couple you end up … Continue reading → The post What the Marriage...

Probate court can be expensive... Is your attorney overcharging?

Is my attorney overcharging me to probate my estate? A reader writes: My attorney charges $650 an hour, so she is expecting a big fee when I...

When was the last conversation you had about your family legacy? Visit our website to book a free strategy call with one of our estate planning experts!

Estate Planning: 11 Strategies To Discuss With Your Financial Advisor Ready to plan your legacy? Learn estate planning basics now, in support of productive strategy conversations with your financial advisor, lawyer, and tax advisor.

Mental health issues can affect the whole family. Check out these estate planning strategies to keep your family safe and secure!

5 Estate Planning Strategies To Support Someone Struggling With Mental Health Challenges Planning for family members with mental health issues can be difficult. Knowing what the person can handle on their own and what they need assistance with can be hard to figure out.

Many people think the purpose of a Will is to make decisions about someone's estate when they pass away. While this is true, the number one thing most people forget is to appoint someone to make financial and medical decisions if that person were ever to become incapacitated. Check out this great article on Kiplinger for more detail...

5 Common Estate Planning Mistakes to Avoid Overlooking an important step or making a blunder can derail all your careful planning, leaving your heirs and beneficiaries with a headache-inducing challenge.

In 2022, "How to create a Will from home" was searched more than it has in 20 years (Google Trends). However... there are still many misconceptions regarding estate planning! Check out this great Forbes article from this morning:

Council Post: 3 Common Misconceptions About Estate Planning Demystified When it comes to estate planning, there’s a large knowledge gap between what people think about estate planning and what it actually means.