With the fall season upon us, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When was your power of attorney last updated? A power of attorney is a valuable legal document, no matter what the circumstance. Not only is it flexible…

Cryptocurrencies have been making headlines as of late, with more and more investors wanting in on this digital currency. Cryptocurrencies are attractive because they are unregulated, decentralized, and anonymous. While secrecy is useful in some areas of life, when it comes to estate planning it can lead to disaster. Indeed, your entire cryptocurrency investment can…

Every day we make hundreds of decisions, from what to eat for breakfast, to where we go on vacation.  With each passing day, there are more choices to be made.  But, what will happen if you can no longer make decisions for yourself?  Before that time comes, there is one important decision you need to…

Baby boomers – the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes individuals born between 1946 and 1964, have entered and continue to enter into retirement. As they make this financial transition, many are learning that they have made some of the most typical estate…

A  divorce can be a long, expensive, and emotionally draining process.  However, the work does not end once the divorce decree is signed. In order to ensure that your assets and estate planning wishes are carried out in light of this major life change, there are three things you must do as soon as possible….

For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan and perhaps opening an IRA for some extra savings. But, when you’re the owner of a business, planning for retirement requires proactivity and strategy. It’s not just the dizzying array of choices for retirement accounts, there’s also…

Approximately half of America’s population over the age of 18 are not married. While much of the discussion involving estate planning focuses on married couples, this topic is just as important for a single person. In fact, many times it’s even more important that a single person have a well-coordinated estate plan because the default…

Many people think that if they die while they are married, everything they own automatically goes to their spouse or children. They’re actually thinking of state rules that apply if someone dies without leaving a will. In legal jargon, this is referred to as “intestate.” In that case, the specifics will vary depending on each…

There is a common misconception that estate plans are only for the ultra-rich—i.e., the “top 1 percent,” 10%, 20%, or some other arbitrary determination of “enough” money.  In reality, nothing could be further from the truth. People at all incomes and wealth levels can benefit from a comprehensive estate plan. Sadly, many have not sat…

On June 21st, attorney Isabelle Taylor Maerki will be speaking on the subject of Tax Issues in Estate Administration From Start to Finish at a National Business Institute Seminar.  This is an all day event featuring multiple speakers and will be hosted at the Embassy Suites Northwest Arkansas in Rogers, Arkansas.

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