By Heather Agun, Edited by Becky Pearsall *Created under the direct legal supervision of Stephen Waltar. See Disclaimer Photos by Heather Agun For many years, my family doctor was also my family’s next-door neighbor. Our two families were close; even years after they had moved, we would reminisce about old times at my yearly check-ups. […]
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Legacies that Last: Preserving Your Memories with Legacy Scrapbooks & Heirloom Albums
By Heather Agun, Edited by Becky Pearsall *Created under the direct legal supervision of Stephen Waltar. See Disclaimer Photos by Heather Agun As a child, I spent hours pulling scrapbooks and photo albums from my mom’s bookcase, settling down on the carpet, and running my fingers over the glossy pictures and raised letters. Seeing the […]
Attorney Explains Legacy Wealth Planning
Please enjoy an article written by colleague Leslee Jaquette, Client Relations for Andelcare: http://www.andelcare.com/blog/attorney-explains-legacy-wealth-planning.
Tips for Choosing a Guardian for your Child
Have you taken the time to consider who would care for your children in the event of your death? While this may not be something you want to think about, as a responsible parent it is essential. Choosing the appropriate guardian is one of the biggest decisions you will ever make. Here are five tips […]
Tax Benefits of a Family Trust
As you consider the benefits of creating a family trust, at some point you will want to focus on the tax implications. Did you know that trust assets are not taxed unless they earn income? Did you know that trust income is typically taxed in the same manner as personal income? Although this may be […]
