Protect Your Family! (Part 1 of 6)

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Offered by Dolan & Associates, P.C. Estate planning is more than avoiding probate and saving taxes. A properly designed estate plan can provide so much more to protect your family. For example… Mary had been through so much with Bill’s illness. After almost a year, it had taken him from her. Then came the accident…. Read more »

Did The New Tax Act Affect Your Estate Plan?

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Offered by Dolan & Associates, P.C. In December, Congress passed the Tax Cuts and Jobs Act which made significant tax law changes. The changes to the death tax in the Act will not affect most Americans. The Act increases the exemption from paying estate tax to $11.2 million per individual. Any amount over the exemption… Read more »

But, They Told Me How to Do It on TV!

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Offered by Dolan & Associates, P.C. Estate planning can be a confusing subject. Its blend of tax mystery, probate formalities, dealing with disability and numerous different types of documents can be overwhelming for people considering addressing the subject. It is only human nature for us to look for an easy solution or a quick fix…. Read more »

10 Mistakes People Make When Dying (Part 3 of 3)

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Offered by Dolan & Associates, P.C. Here is the final segment of the top 10 common mistakes people make when they die: Misunderstand Beneficiary Designations. Beneficiary designations are often used in planning but can have unintended consequences if misunderstood. Beneficiary designations override the instructions left in your will or trust. They also do not allow… Read more »

Will Your Plan Destroy Your Family?

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Offered by Dolan & Associates, P.C. Over a 20-year period, The Williams Group interviewed 2,250 families who actually went through the estate transfer process. The study found that 70% of the families lost family harmony and wasted assets in the settlement of the estate. The issue that undermined the successful implementation of the estate was… Read more »

Most Estate Plans Don’t Work!

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Offered by Dolan & Associates, P.C. Most estate plans in America today are simply not producing the results people expect. And it does not make a hill of beans worth of difference whether or not you have a will or a trust! So what is the real scoop about estate planning? Preparation. We need to… Read more »

How to Keep Control as You Age!

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Offered by Dolan & Associates, P.C. As you advance through the golden years, you may start to experience loss of control in your life. You begin to realize that you can’t do everything you did when you were younger, both physically and mentally. Caring for the yard and maintaining the house becomes harder and eventually… Read more »