How an Intentionally Defective Grantor Trust Protects Wealth
Sometimes it might take an IDGT, or intentionally defective grantor trust, to preserve generational wealth. But how does that work?
August 23, 2023
When Life Insurance becomes Taxable
While life insurance is typically not taxable, there are some notable exceptions that could play a role and are important to consider regarding any life insurance policy and benefit.
August 22, 2023
Avoid Pitfalls when Transferring Property to Heirs
Death is inevitable, but dying without an estate plan is not. Estate planning is a must for property owners, no matter how uncomfortable the subject might make you.
August 21, 2023
Finding a Missing Heir can be Challenging
Locating missing heirs after the death of their benefactor can require detective work worthy of Sam Spade.
August 17, 2023
An Attorney can help when applying for Medicaid
Navigating the complexities of government healthcare programs can be a daunting task, especially when it comes to applying for Medicaid.
August 16, 2023
Checklist Helps Put Affairs in Order
No one ever plans to be sick or disabled. However, planning for the future can make all the difference in an emergency and at the end-of-life. Being prepared and having important documents in a single place can give you peace of mind, help ensure that your wishes are honored and ease the burden on your loved ones.
August 15, 2023
Irrevocable Funeral Trust helps Families with expenses
An irrevocable funeral trust is a way of setting money aside to pay for your funeral and burial expenses.
August 14, 2023
Estate Planning issues in Multigenerational Homes
When multiple generations live on the same property, issues over ownership, who inherits what and who provides what can get complicated fast.
August 9, 2023
Things that should Never Belong in Your Will
Writing a will is not as simple as just slapping together a list of desires. However, there are some things you should not put in your will.
August 8, 2023
Important to Evaluate your Planning before a Second Marriage
If you are getting remarried, you obviously want to celebrate. However, it is also important to focus on less exciting matters, like redoing your estate plan.
August 7, 2023