Charles Stewart

The Truth About Living Trusts

Living or revocable trusts may be beneficial. A trust can help avoid multiple probate proceedings for properties owned in multiple states. They can be a useful tool if your financial holdings are large and complicated, and can…more

| Wills, Trusts, & Estate Planning

A Resolution Worth Keeping: Your Estate Plan

The New Year is a great time to reflect on accomplishments and future plans. If you resolve to get your finances in order, an estate plan is essential to an overall financial plan. Unfortunately, seven in ten people never create…more

| Wills, Trusts, & Estate Planning

Saving for College - 529 Plans

As the air chills and kids head back to school, thoughts turn to college plans - and for the parents, college costs. Congress, attempting to help parents save for their children’s education, enacted tax code section 529 creating…more

| Wills, Trusts, & Estate Planning

Estate Tax Repeal - Fact and Fiction

“Save family farms and small businesses - repeal the death tax!” With an election looming, candidates once again dust off the estate tax issue (spun as “death tax” for emotional appeal). Unfortunately, the rhetoric doesn’t stand…more

| Wills, Trusts, & Estate Planning

An Estate Planning Checklist

Whether professionally prepared or done yourself, a comprehensive estate plan is composed of a number of important elements - a single omission can have serious consequences for those left behind. A properly planned and…more

| Wills, Trusts, & Estate Planning

Think you don't have a will? You do!

If you haven't taken the time to prepare a will, the State will provide one for you -- although it may not be what you had in mind…more

| Wills, Trusts, & Estate Planning

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