Asset Protection
Estate Planning and Your Second Home: What Should You Know?
Thinking of buying a second home? Beware of real estate pitfalls when purchasing your vacation house.
July 1, 2024
Estate Planning
Unlocking the Potential of Small Estate Probate
This article explores small estate probate, what it is, why it’s beneficial and ways to qualify.
June 18, 2024
Estate Planning
Pros and Cons of Probate in Estate Planning
The process averages six to nine months to complete. However, it may take up to two years or more for some complex estates, tying up the assets that your family may need immediately.
June 6, 2024
Estate Planning
What are the Disadvantages of Dying without a Will?
People who die without a will can leave a thicket of probate problems for loved ones.
May 24, 2024
Estate Planning
Unraveling the Mystery of Trusts: What Your Estate Planning Attorney Wishes You Knew
Understanding trusts and their tax nuances can empower you to make informed decisions regarding the type of trust you choose for your estate planning purposes.
May 6, 2024
Elder Law
Estate Planning Strategies to Care for Aging Parents
An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents’ wishes, while retaining control for aging parents over financial and health-related matters.
May 1, 2024
Estate Planning
How Can You Prevent Legal Issues?
Tax laws, property laws, contract laws, wills and trust laws, all change over time, and it’s likely that some of the changes will apply to you.
April 26, 2024
Estate Planning
Would Your Family Benefit from a Living Trust?
Living trusts avoid the costs and time associated with the probate process. They’re also private documents, unlike wills filed with courts. They can be more easily amended as circumstances change.
April 19, 2024
Asset Protection
Digital Life Lives on After You’re Gone, Unless You Plan Ahead
We all have a digital footprint that does not necessarily die with us. There are three things you should do to best prepare your executor, trustee or other personal representative to properly handle your posthumous digital affairs.
April 18, 2024
Estate Planning
Crummey Trusts: A Strategic Approach to Gifting for Your Children’s Future
Learn how to qualify for the annual gift tax exclusion by maximizing the benefits of a Crummey trust. Understand withdrawal power and more.
April 10, 2024