Special Needs Trusts can Protect disabled Child
Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.
July 11, 2022
Strategies to reduce Generation-Skipping Transfer Tax
Due to recent tax law changes, your family may be able to avoid adverse federal estate tax consequences when you leave assets to your adult children.
June 29, 2022
Tips to avoid a Contested Will
Some people draft wills or trusts to ensure that the loved ones they will eventually leave behind own a piece of the properties the former will be leaving behind in case of their death.
June 22, 2022
Supplemental Needs Trust can safeguard Benefits
For disabled persons receiving financially based government benefits, supplemental needs trusts (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.
June 20, 2022
June 1, 2022
Documents You need if You become Incapacitated
Many people ask what would happen if they were in the hospital and unable to make their own medical decisions? The answer depends on whether you planned ahead.
May 26, 2022
Have a Plan before You become Incapacitated
Many people ask what would happen if they were in the hospital and unable to make their own medical decisions? The answer depends on whether you planned ahead.
May 24, 2022
LLCs can Reduce Estate Taxes
These vehicles let a family manage multiple interests, preserve parental control and protect assets from claims of creditors and divorcing spouses, among other benefits.
May 16, 2022
Documents you can use to Plan for Incapacity
One of the most important estate planning documents for all persons over the age of 18 to consider is a durable power of attorney.
May 4, 2022
Planning for Special Needs Requires Care
Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
May 3, 2022