Strategies to avoid Inheritance Disputes
A highly successful estate-management strategy for avoiding inheritance disputes is to make a meticulously detailed and legally sound will.
January 22, 2024
Appointing a Trust Protector is a Critical Decision
Serving as the trustee of a special needs trust (SNT) can be particularly challenging because it often requires long-term financial management of the trust, while maintaining a good relationship with the beneficiary. Furthermore, because trustees wield great financial power over the trust assets, oversight of their investment and distribution decisions is helpful…
January 16, 2024
Trusts Work for Multi-State Property Owners
Whatever the case may be, owning real property in more than one state can be a problem after your death if you don’t want your estate tied up in probate court.
January 9, 2024
Estate Planning is increasingly Popular with Millennials
Millennials and Gen Zers are taking their estate planning seriously. These tips can help make the process seem less daunting.
January 3, 2024
Wise Strategies to manage an Inheritance
It can be fun to daydream what life would be like if you hit the Powerball for $1.7 billion, but for most people, windfalls aren’t quite as exciting.
December 21, 2023
Credit Card Debt must be Paid after Death
It’s a morbid yet common worry: What happens to credit card debt when you die?
December 7, 2023
Consider using a Trust Be for Long-Term Care
They may wish they had applied for long-term-care insurance when they were healthy enough to pass the medical underwriting standards.
November 20, 2023
RLT can Help with Planning for Incapacity
While physical disabilities may not impact a client’s ability to manage their own assets, mental illnesses and age-related cognitive impairment can eventually lead to incapacitation and the inability to manage their own assets.
November 14, 2023
You Need Two Kinds of Power of Attorney Documents
Power of Attorney documents are often an afterthought when someone thinks about their estate plan.
November 7, 2023
How Should you Handle an Inheritance?
Receiving a financial windfall like an inheritance can be an emotional time — one that might prevent you from seeing the bigger picture.
November 1, 2023