Guest Blog: Estate Planning for Blended Families

Blended Family Tree

Estate Planning for Blended Families Written By: Bill Lyne, Lyne Law Firm, LLC When two people get married and one or both have children from a prior relationship, a “blended family” is created. While a blended family is cause for celebration, members of those families are among the clients who need estate planning the most.…

Read More

Tip of the Month | August 2022

Tip of the Month Cover Image

Common Estate Planning Documents Written By: Ryan Rink, CFP® If you’re a legal adult (over age 18), then you should have some form of estate documents in place. Listed below are common estate documents for individuals and married couples. Will: Names a guardian for your children and distributes assets via probate. Durable (Financial) Power of Attorney: Designates…

Read More

Revocable Trusts: Fact vs. Fiction

Photo of Signing Documents

Recently, Rebecca Simoni, a Shareholder in von Briesen & Roper’s Trusts and Estates Section, wrote a great article on revocable trusts. A revocable trust is a commonly used estate planning tool, especially for higher net worth families or more complicated situations. If included in your estate plan, the revocable trust becomes the core document used…

Read More

Financial Planning and Family Values

Family around outdoor picnic table image

Financial Planning and Family Values Written By: Kevin Reardon, CFP® We all know that financial planning is more than just discussions about investments or retirement planning. It brings together complex issues like taxes, insurance, estate planning, charitable giving, and education funding into a cohesive plan. But good financial planning can go even further and seek…

Read More

Tax Filing After Loss of a Loved One

Calculator with tax return

Tax Filing After Loss of a Loved One Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Losing someone close to us is one of the most challenging times we face. If you are one of the people charged with helping sort out the deceased person’s affairs, it can be a time of added stress.…

Read More