Tom c/o Wealth Counsel
Myths We Tell Ourselves About Estate Planning
Estate planning can be a very difficult process. While it’s not brain surgery, making the decision to move forward with the planning...
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Tom c/o Wealth Counsel
Sep 20, 20193 min read
It’s Planning Season
For each season, there is planning that you must do on the farm. In order to be successful, this planning must be done thoughtfully and...
32 views
Tom c/o Wealth Counsel
Sep 6, 20196 min read
Planning for Your Automobile
Have you considered what will happen to your car when you pass away? In 2019, it is projected that there will be 281.3 million registered...
88 views
Tom c/o Wealth Counsel
Aug 20, 20192 min read
HIPAA: An Overview for Young Adults
The Federal Health Insurance Portability and Accountability Act of 1996 (HIPAA) was enacted to provide guidelines to the healthcare...
64 views
Tom c/o Wealth Counsel
Jul 30, 20192 min read
Will vs. Trust: Which is Right for You?
When you sit down to create your estate plan, there are likely dozens of questions running through your mind. Who should get possession...
149 views
Tom c/o Wealth Counsel
Jul 17, 20192 min read
The Role of an Agent Under a Power of Attorney: A Primer
For most people, the phrase “power of attorney” means very little. Even for those educated on the subject, it is easy to forget exactly...
74 views
Tom c/o Wealth Counsel
Jul 12, 20193 min read
Estate Planning for Military Families
No matter the time of year, it is always a good opportunity for members of the military and their loved ones to consider setting up — or...
7 views
Tom c/o Wealth Counsel
Jul 5, 20193 min read
Estate Planning Is Not Just About Money
It is a common misconception that financial management and estate planning are reserved for the wealthy. Regardless of how much you have...
82 views
Tom c/o Wealth Counsel
Jun 14, 20192 min read
Does Your Estate Plan Protect Your Adult Beneficiaries?
If you think you only need to create discretionary lifetime trusts for young, troubled, or financially inexperienced beneficiaries, then...
26 views
Tom c/o Wealth Counsel
May 31, 20192 min read
4 Tips for Avoiding a Will or Trust Contest
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper...
54 views
Tom c/o Wealth Counsel
May 22, 20193 min read
A Harmonious Family that Won’t Fight?
Most families are happy families. They get together for the holidays, share laughs, and tell stories. Everyone gets along and enjoys each...
277 views
Tom c/o Wealth Counsel
May 9, 20193 min read
Loan, Gift, or Advancement: Why the Classification Matters
While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand that...
92 views
Tom c/o Wealth Counsel
Apr 26, 20192 min read
When is “living probate” necessary?
If you become incapacitated, who is going to take care of you? You will not be able to make medical decisions for yourself and you will...
35 views
Tom c/o Wealth Counsel
Mar 14, 20192 min read
Estate Planning Tips for Someone Who Is About to Go in for Major Surgery
Getting the news that you have to undergo major surgery is never easy. Preparing for absences from work, planning for childcare and...
43 views
Tom c/o Wealth Counsel
Feb 26, 20192 min read
Four Common Myths about Estate Planning
1) Myth: My spouse can make all of my healthcare and financial decisions because he/she is my spouse. Reality: This is not always the...
68 views
Tom c/o Wealth Counsel
Feb 11, 20192 min read
Saying “I Love You” With Your Estate Plan
While saying the words “I love you” is indeed romantic, you should know that putting together a well-crafted estate plan is a concrete...
51 views
Tom c/o Wealth Counsel
Jan 31, 20192 min read
Three Tips for Protecting Your Important Legal Paperwork in a Natural Disaster
The year 2018 was no stranger to natural disasters. From multiple earthquakes, back-to-back hurricanes, and raging wildfires, the United...
58 views
Tom c/o Wealth Counsel
Jan 17, 20192 min read
Are you or a loved one making any of these five critical estate planning mistakes?
Sadly, most Americans are indifferent to estate planning - at best - or completely ignore the issue - at worst. When it comes to estate...
170 views
Tom c/o Wealth Counsel
Jan 11, 20191 min read
“Step-Up” in Basis- You Need to Know This!
If you or someone you know has received an inheritance, it is important for you to understand how to manage your basis “step up.” A “step...
17 views
Tom c/o Wealth Counsel
Jan 4, 20193 min read
Wills vs. Trusts: A Quick & Simple Reference Guide
Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like us, it’s...
24 views
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