How to Manage a Special Needs Trust
Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.
June 28, 2021
Not Everyone can Contest a Will
The death of a loved one results in an emotional grief that, when combined with large sums of money on the line, can cause the beneficiaries of the will or trust or the heirs of the deceased to challenge the validity, interpretation, or administration of the will or trust.
June 14, 2021
Assets not Covered by a Will
While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
May 12, 2021
Protect Your Child’s Inheritance from Relatives
You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
May 10, 2021
Understanding How Special Needs Trusts Work
Just as you have trust in a relationship, trusting your document and those with responsibilities in the trust are crucial to obtaining your objectives.
April 12, 2021
Is it Better to Have a Living Will or a Living Trust?
Whether you need a living will vs. living trust as part of your estate plan depends on your overall financial situation and goals. However, it’s helpful to consider the advantages of including one or both in your planning efforts.
March 24, 2021
Preparing to meet with an Estate Planning Attorney
While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.
March 22, 2021
Update Your Estate Plan If You Move to a New State
While legally you may not need all-new estate planning documents if you move to a different state, you should have your documents reviewed by a local attorney in your new home.
March 18, 2021
Is a SLAT right for your Family?
If you have been thinking about making large gifts to take advantage of the current $11,700,000 lifetime federal estate tax exemption, you have probably been contemplating a spousal lifetime access trust, commonly known as a SLAT.
March 16, 2021
Avoid Naming a Trust as Beneficiary of Your IRA
It’s generally a bad idea to name a trust as beneficiary of your IRA.
March 10, 2021