What Is the Purpose of a Guardian?
A frequent concern for those with aging loved ones is the future need for guardianship. Unfortunately, the concept of guardianship can be confusing and overwhelming.
October 18, 2022
The Difference between Revocable and Irrevocable Trusts
A trust is an estate planning tool that you may consider using if you want to go beyond drafting a last will and testament.
October 13, 2022
Safeguard your Inheritance from Divorce
Your dad bequeathed you a generous sum of money on his passing. Those gifted and inherited assets, in many instances, will be considered ‘separate property,’ not marital property. That might mean that they might not be subject to division, if you divorce. However, perhaps you want to backstop that hoped for result to make the protection more likely to stick if your marriage doesn’t work out.
May 9, 2022
Documents you can use to Plan for Incapacity
One of the most important estate planning documents for all persons over the age of 18 to consider is a durable power of attorney.
May 4, 2022
Maximize the Benefits of a Trust Fund
Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
April 21, 2022
Several Ways to Avoid Probate
There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.
April 19, 2022
A Trust provides more flexibility than a Will
Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
March 2, 2022
Keeping Vacation Home in the Family
If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.
March 1, 2022
What a Will Can and Cannot Do
A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.
January 20, 2022
Consider Using a Corporate Trustee
Revocable Living Trusts have become a widely used estate planning document, providing a path to managing assets, avoiding probate and gaining privacy at the settlement of an estate.
January 17, 2022