Tom c/o Wealth Counsel
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...
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Tom c/o Wealth Counsel
- Feb 26, 2019
- 2 min
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...
65 views
Tom c/o Wealth Counsel
- Feb 11, 2019
- 2 min
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...
48 views
Tom c/o Wealth Counsel
- Jan 31, 2019
- 2 min
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, 2019
- 2 min
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...
169 views
Tom c/o Wealth Counsel
- Jan 11, 2019
- 1 min
“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...
15 views
Tom c/o Wealth Counsel
- Jan 4, 2019
- 3 min
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
Tom c/o Wealth Counsel
- Dec 19, 2018
- 2 min
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...
19 views
Tom c/o Wealth Counsel
- Dec 14, 2018
- 4 min
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...
11 views
Tom c/o Wealth Counsel
- Dec 5, 2018
- 2 min
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...
5 views
Tom c/o Wealth Counsel
- Dec 3, 2018
- 3 min
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...
14 views
Tom Culpepper
- Nov 16, 2018
- 2 min
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...
15 views
Tom Culpepper
- Nov 2, 2018
- 3 min
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...
8 views
Tom Culpepper
- Oct 26, 2018
- 3 min
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...
14 views
Tom Culpepper
- Oct 19, 2018
- 3 min
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...
4 views
Tom Culpepper
- Sep 28, 2018
- 2 min
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...
3 views
Tom Culpepper
- Sep 21, 2018
- 2 min
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...
1 view
Tom Culpepper
- Sep 7, 2018
- 3 min
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),...
26 views
Tom Culpepper
- Aug 31, 2018
- 3 min
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...
2 views
Tom Culpepper
- Aug 24, 2018
- 2 min
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...
5 views
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