Who is Authorized to Amend a Trust?
The conditions for amending a trust, including who has the authority, is usually set out in the document.
June 7, 2023
Lack of Will can be Devastating for families
Dying intestate can have unintended consequences for pretty much every family type. However, it is especially painful if there are unmarried partners or stepchildren, who are left out under the law in almost every scenario.
June 6, 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
Paper Documents You will always Need in your Planning
The word ‘paperwork’ has become an anachronism; most legal and business documents today are created, signed and stored digitally. However, a few actual pieces of paper remain vitally important to keep.
May 17, 2023
Avoid Unintended Consequences with your Planning
Although there is certainly no shortage of people with selfish or malevolent intent, a great number of estate plans that end in disaster are due to unintended consequences.
May 11, 2023
How an Annuity Beneficiary Works
Who you choose as the annuity beneficiary may impact how the annuity income is taxed if you pass away.
May 9, 2023
Adding Children to Joint Account can have Unintended Consequences
Joint accounts may seem like an effective way to prepare if parents need help with finances as they get older, but unexpected problems could crop up.
May 2, 2023
Protecting Inheritances in a Blended Family
As divorce and second marriages become increasingly common, more people find themselves raising children who are not biologically their own. Estate planning for blended families should address this unique situation.
April 10, 2023
Steps Seniors should take before Remarrying
As the calendar turned to 2023, many of us took a moment to think about resolutions. I want to lose 10 pounds. I want to read things that aren’t just about work. I want to learn how to play pickleball. Or maybe this year I’ll give a relationship another shot. Maybe I’ll even remarry.
March 6, 2023