Ensure your Child’s Future is Protected with Estate Planning
Estate planning ensures that your children will have the future you want for them no matter what happens to you.
August 26, 2024
Estate Planning is Critical for a Single Parent
Single parents must carefully consider each option when preparing their estates. By creating an intentional plan, parents can ensure their wishes will be honored for their children.
August 15, 2024
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
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
Creating a Trust to Avoid Probate Nightmares
Your family may struggle to get the money you leave them if it gets caught in probate. Set up a trust to ensure that your loved ones are secure, even when you’re gone.
June 25, 2024
Should You have an Irrevocable Trust?
An irrevocable trust must be carefully funded, structured and managed to achieve both asset protection and tax planning.
June 20, 2024
Avoiding Trouble with Your Trustee
Trusts are a smart and well-known estate planning tool that names or appoints a trustee to administer and distribute the assets according to the terms. However, how often do estate owners ask, “What if something goes wrong, and the trustee breaches their duties?”
April 25, 2024