Durable Power of Attorney can Prevent Guardianship Issues
If you’re seeking guardianship or conservatorship for a relative who is unable to take care of their own personal or financial needs, get ready for the long haul.
May 31, 2023
Intricacies to Consider when using a SLAT
Different people have different needs, and for most people, starting with basic legal documents, such as a will and power of attorney, are a great place to start and can make a big difference.
May 30, 2023
Protecting Assets in a Second Marriage can be a challenge
Estate planning is nearly always worthwhile but can be extra important when you have stepchildren.
May 23, 2023
Life Estate can be a Cost Effective Option
A life estate is a type of property ownership or tenancy that grants an individual the right to use and enjoy a property for the remainder or their life. It gives an ownership interest to someone else.
April 27, 2023
A Joint and Survivor Annuity is an Option
A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.
January 10, 2023
Situations That Might Prompt a Post-Nup
While couples might sign a prenuptial agreement before they’re married and a “post-nup” after, it’s more than just the timing that differentiates these arrangements, experts say.
December 19, 2022
SLAT is Increasingly Popular for Married Couples
A SLAT is an irrevocable trust set up while both spouses are still alive, in which one spouse is the designated beneficiary of the other spouse.
December 12, 2022
Protecting the Community Spouse is Necessary
The intent of the laws and regulations is to allow the community spouse to have enough income and assets, so that he or she has enough income and assets to continue to live at home, whether that be a home, an apartment, or other living place.
August 30, 2022
How to Separate Business and Marital Assets
No one enters a relationship — be it personal or business — thinking it will fail. However, what happens when it does?
August 29, 2022
Estate planning is vital for Unmarried Couples
All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
July 19, 2022