by Jim Lyon | Oct 25, 2019 | blog, Blog: Estate Planning
Receiving an inheritance can change a person’s life, so it should come as no surprise that people often have questions about how inheritances are received. The following will provide some details about how inheritances work. What Happens if You Die Without a Will?...
by Jim Lyon | Oct 18, 2019 | blog, Blog: Estate Planning
One of the greatest challenges created in applying estate planning advice to individual situations is that many estate plans assume that a person’s family structure is identical to a conventional one. A lot has changed since the days of Leave It to Beaver, though....
by Jim Lyon | Oct 11, 2019 | blog, Blog: Estate Planning
There are many reasons to review your estate planning documents periodically. One event that should prompt you to pull out your estate planning documents is any revision made to the tax system. If you are reviewing your estate planning documents this year, consider...
by Jim Lyon | Oct 4, 2019 | blog, Blog: Estate Planning
In addition to passing on their assets, many parents would also like to pass on their ethics and spiritual beliefs to their children. Fortunately, a comprehensive estate plan can provide you with the opportunity to achieve these goals. This article reviews some of...
by Jim Lyon | Sep 13, 2019 | blog, Blog: Estate Planning
The Tax Cut and Jobs Act of December 2017 offered a number of advantages to individuals who are interested in estate planning. This new law, however, is not without its limitations. For example, many of the provisions included in the act will expire in 2025. As a...
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