Successor Trustee is an Important Element of a Revocable Trust

Appointing a successor trustee for your revocable trust ensures that your assets are managed and distributed according to your wishes without probate.

August 12, 2024

Medicaid Asset Protection Trust can help with Long Term Care Costs

A Medicaid asset protection trust can help ensure your protected assets go to your beneficiaries rather than your long-term care, but it has to be set up properly.

August 7, 2024

Avoid Using AI to Create a DIY Estate Plan

Generative artificial intelligence (AI) is changing the world. However, many overestimate its capabilities. Using AI to create a DIY estate plan might save time now, although time will expose its shortcomings.

July 30, 2024

If you are Leaving Property Behind, Consider a Land Trust

Land trusts are key tools to protect your privacy and control your property. Learn how you can leverage a land trust in your own estate planning.

July 22, 2024

Sometimes, a Professional Trustee is a Good Idea

There are options for people who don’t have family—or don’t want their family—to handle their affairs.

July 18, 2024

Should You Tell Beneficiaries Their Inheritance?

This article discusses some of the advantages and strategic considerations of sharing estate planning details with the next generation, while recognizing that transparency is not a fix-all solution and may, in some cases, cause or exacerbate existing disagreements.

July 16, 2024