Tag Archives for " Laura Croft Estate Planning "

Nov 11

Buyer Beware: The Hidden Dangers of DIY Estate Planning—Part 1

By Laura Croft, Esq.

Do a Google search for “online estate planning documents,” and you’ll find dozens of different websites. From Legal Zoom® and Willing.com to Rocket Lawyer® and Willandtrust.com, these do-it-yourself (DIY) planning services might seem like an enticing bargain.The sites let you complete and print out just about any kind of planning document you can think of—wills, […]

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Nov 03

4 Year-End Tax-Saving Strategies for 2019

By Laura Croft, Esq.

As we head towards the end of the year, we’re fast approaching the deadline to implement your family’s tax strategies for 2019. The Tax Cut and Jobs Act (TCJA) completely overhauled the tax code, and if you’ve yet to take full advantage of the benefits offered by the new tax law, now is the time […]

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Oct 14

Understanding Your Life Insurance Settlement Options

By Laura Croft, Esq.

Following the death of the policy holder, the way in which proceeds from a life insurance policy are paid to the beneficiary (or beneficiaries) is known as the settlement option. And you might be surprised to learn that there are a variety of settlement options available besides the most common method—a lump-sum payout. Depending on the […]

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