Estate Planning
Do You Need a Trust Fund or a Will? Or Both?
Estate planning involves both trust funds and wills to help ensure the smooth transition of assets to your beneficiaries.
November 21, 2023
Estate Planning
Why You Need Two Kinds of Power of Attorney Documents
Power of Attorney documents are often an afterthought when someone thinks about their estate plan.
November 20, 2023
Estate Administration
Should I Give the Kids My House in My Estate Planning?
Somewhere along the way, homeowners came to believe a non sequitur of sorts, that the “American Dream” includes not only buying a house but also passing that same home on to their children. Financial advisers have largely supported this tactic for passing along generational wealth.
November 17, 2023
Estate Planning
What’s the Secret to Saving on Funeral Expenses?
Pre-planning is the secret to saving costs on funeral expenses. Here are six ways to cut the costs on end-of-life services.
November 16, 2023
Estate Planning
Can You Successfully Disinherit a Family Member?
If you want to exclude someone from the will, is it best to leave them a dollar so they can’t challenge being excluded? Can you put in a provision that if they challenge the will, they lose everything?
November 15, 2023
Estate Administration
How to Handle an Inheritance
It can be fun to daydream what life would be like if you hit the Powerball for $1.7 billion, but for most people, windfalls aren’t quite as exciting.
November 14, 2023
Estate Administration
Estate Planning can Protect Beloved Pets
Estate planning, once limited to human beneficiaries, has now extended to include beloved pets in order to provide for their well-being after the owner’s death.
November 13, 2023
Elder Law
What Is Elder Law?
Elder law focuses on the needs of people over the age of 65. The major areas of this specialty are estate planning, long-term care planning, special needs planning, disability planning, conservatorship or guardianship and elder abuse.
November 3, 2023
Estate Planning
What’s The Best Way To Manage An Inheritance?
Receiving a financial windfall like an inheritance can be an emotional time — one that might prevent you from seeing the bigger picture.
November 2, 2023
Estate Planning
How Can I Recession-Proof My Retirement?
Stay the course. Don’t overreact. Think long-term.
November 1, 2023