Tom c/o Wealth Counsel
The Silent Threat to Your Estate Plan
It is common knowledge that everyone needs an estate plan. Primarily, the focus is on assets, taxes, and changes to legislation that may...
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Tom c/o Wealth Counsel
Dec 14, 20184 min read
Your 5 Task Year-End Estate Planning To-Do List
2019 is fast approaching. As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings. Before...
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Tom c/o Wealth Counsel
Dec 5, 20182 min read
How Often Do You Update Your Estate Plan? More Often Than Your Resume?
A resume is a “snapshot” of your experience, skill set, and education, which provides prospective employers insight into who you are and...
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Tom c/o Wealth Counsel
Dec 3, 20183 min read
Three Tips for Talking About Your Estate Plan During the Holidays
The holidays are right around the corner, bringing the joyous season of gathering with family and loved ones into full swing. It is the...
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Tom Culpepper
Nov 16, 20182 min read
Giving Thanks With Your Estate Plan
Estate planning covers more than just financial matters. Indeed, many use their estate plan to pass along their values as well as their...
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Tom Culpepper
Nov 2, 20183 min read
Trusts - The Swiss Army Knife of Estate Planning
To the general public, a trust may seem like an advanced tool only for the wealthiest among us. But, the reality is that trusts are a...
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Tom Culpepper
Oct 26, 20183 min read
The More You Know: Reverse Mortgages & Estate Planning
You have likely seen several advertisements for reverse mortgages, if you have spent any time watching television or surfing on the...
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Tom Culpepper
Oct 19, 20183 min read
Estate Planning Considerations for Benefits Open Enrollment
The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the...
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Tom Culpepper
Sep 28, 20182 min read
5 Tips for Successfully Receiving an Inheritance
If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions in...
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Tom Culpepper
Sep 21, 20182 min read
Why Joint Tenancy Should Not Be the Go-To Plan for Newlyweds
If you are recently married or have been married and are acquiring additional assets, know that you have options when it comes to how the...
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Tom Culpepper
Sep 7, 20183 min read
Do your parents have an estate plan?
If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously),...
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Tom Culpepper
Aug 31, 20183 min read
How to Choose a Guardian for Yourself
Every day we make hundreds of decisions-- from what to eat for breakfast to where we go on vacation. But, what will happen if you can’t...
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Tom Culpepper
Aug 24, 20182 min read
How to Successfully Make a “Large” Gift to Your Children or Grandchildren
What constitutes a “large” gift can be relative. That being said, if you are considering giving cash or property to someone, a little bit...
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Tom Culpepper
Aug 17, 20183 min read
How to Choose a Trustee
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs -...
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Tom Culpepper
Aug 10, 20182 min read
Should your child’s guardian and trustee be the same person?
If you have overheard any discussion about estate planning, you have likely heard the words “guardian” or “trustee” tossed around in the...
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Tom Culpepper
Jul 20, 20182 min read
Legal Considerations For Your New College Student
If you are preparing to send your son or daughter off to college, you may be wondering how their first semester of school will go. During...
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Tom Culpepper
Jul 14, 20182 min read
Digital Afterlife: An Estate Plan for Your Facebook Account
Did you ever wonder what happens to your digital footprint when you pass away? Well you should, particularly if you are part of the 77...
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Tom Culpepper
Jul 6, 20182 min read
Passing Along a Benefit, Not a Burden
Why Incapacity Planning for Business Owners is an Indispensable Component of Your Plan Most business owners have their estate planning...
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Tom Culpepper
Jun 29, 20183 min read
The Biggest Threats to Successful Estate Planning
Poor estate planning is a recipe for disaster. Look no further than Dickens’ Bleak House—or a telenovela—to witness the tragedy and...
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Tom Culpepper
Jun 22, 20183 min read
3 Tips For Every New Homeowner
Congratulations on the purchase of your new home. Whether this is your first home or an upgrade/downsize, the purchasing of a home is a...
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