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
Keeping the Vacation Home for Generations
These vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.
April 18, 2022
Things You should Leave Out of a Will
Unfortunately, there are several common missteps people make in their estate planning that can lead to unwanted results. Read on to discover the two things you should never include in your will, as well as what to substitute instead.
April 14, 2022
Avoid the Economic Dangers of Caregiving
If caregiving looms in your future — and it likely does if you’re a daughter, an only child or the one (if you are, you know what I mean) — take time now to protect your financial life.
April 13, 2022
Estate Planning complicated by Property in Two States
When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
April 12, 2022
Addressing Financial Issues in a Remarriage
You may want to consider some financial issues before walking down the aisle again.
April 7, 2022
Trusts are Best for Gifting to Minors
In 2022, the annual exclusion for Federal Gift Taxes increased to $16,000 per person per year. Although there is near-universal acceptance of the importance of gifting, there are several issues you should consider before making any gifts.
April 6, 2022
Several Advantages in a Discretionary Trust
A discretionary trust is a type of trust that can be established on behalf of one or more beneficiaries.
April 5, 2022
Take care managing ABLE Account Expenses
ABLE accounts are a way for people with disabilities to save and spend money, while protecting their access to public benefits.
April 4, 2022
How to Obtain Power of Attorney for your Parent?
For those of us involved as care providers for someone having difficulty handling his/her own affairs, whether it’s a family member or not, requires that we have the legal authority to do what’s in that person’s best interest.
March 31, 2022