Estate Planning
Prepare Now for Coming Estate Tax Changes
One of the most significant changes Americans will soon see is the sunsetting of tax laws under the Tax Cuts and Jobs Act (TCJA) of 2017.
June 26, 2023
Asset Protection
The Basics Of Living Trusts And How They Protect Your Assets
A living trust is a legal document which places ownership and control of property into a trust, managed by a trustee for your benefit. Living trusts are often used as part of estate planning and can be helpful in case of incapacity.
June 23, 2023
Advanced Directives
What Happens When There’s No Will?
Dying intestate can have unintended consequences for pretty much every family type. However, it is especially painful if there are unmarried partners or stepchildren, who are left out under the law in almost every scenario.
June 22, 2023
Asset Protection
Should I Give More of My Inheritance to Some of My Children?
Equally sharing the wealth among the children isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
June 21, 2023
Estate Planning
Who is Legally Able to Amend a Trust?
The conditions for amending a trust, including who has the authority, is usually set out in the document.
June 20, 2023
Asset Protection
What is the “I Love You” Last Will and Testament?
An ‘I Love You Will’ works great as long as everything goes as planned. However, there are three reasons that kind of will may not love you back.
June 19, 2023
Estate Planning
What Kinds of Powers of Attorney Are There?
A power of attorney grants someone (the “agent”) authority to act on behalf of another party (the “principal”).
June 16, 2023
Estate Planning
Why Would I Put My Home in a Trust?
When you purchase and own a home, your name is on the title to the property, indicating ownership. However, you can transfer ownership of your residence to another person or entity in the form of a real estate trust.
June 15, 2023
Estate Planning
How a Durable Power of Attorney Prevents Complex Guardianship Issues
If you’re seeking guardianship or conservatorship for a relative who is unable to take care of their own personal or financial needs, get ready for the long haul.
June 14, 2023
Asset Protection
Inheritances When Unequal Is Actually Fair
There are times when it makes sense to leave more to one child than another.
June 13, 2023