Expecting the Unexpected
Life is full of surprises. None of us have a crystal ball, and this means it is unreasonable to create an estate plan without flexibility regarding your long-term wishes for... Read More
Estate Planning Articles
Moving? Don’t Forget to Review Your Estate Plan
Although your Will or Trust might be the last thing on your mind as you prepare to move, this is actually an ideal time to review and update your estate... Read More
Avoid These Four Asset Protection Pitfalls
The estate planning process presents a number of opportunities for using asset protection strategies to protect yourself and your loved ones. Learn about asset protection, and avoid these four common... Read More
What Does It Mean To Be a Trustee?
If you’ve been chosen to serve as a Trustee, what responsibilities can you expect? Learn about the basic duties that come with this important and sometimes daunting job, and find... Read More
A Quick Guide for Basis
You might have heard the word basis used in reference to taxes. Learn the definition of basis and how it can make a big difference in your estate plan.
Trusts and Income Tax: Who Pays?
As Trusts gain popularity, a question comes up more and more often: who pays the income tax on a Trust? It seems like a simple inquiry, but the answer can... Read More
Tax Breaks for the Sandwich Generation
It can be a surprise to find yourself caring for elderly parents at the same time that you’re raising your own children. The emotional demands of these multiple roles are... Read More
Why Your Trust Shouldn’t be Short and Sweet
The draft of your new Trust makes you wonder if your estate planning attorney gets paid by the word. Is all this verbiage really necessary? In fact, a good plan... Read More
Insurance: The Missing Link in Your Estate Plan?
Insurance has a number of uses as an estate planning tool. It helps protect and preserve your estate, giving you more to pass on to your loved ones. It also... Read More
How to Leave an Inheritance for Your Special Needs Child
Keeping your special needs child secure after you are gone takes special planning. The right techniques can ensure both your child’s well-being and your peace of mind.