Advanced Directives

What are the First Steps in Estate Planning?

During your life you will likely accumulate money, property and other items of value. These are your assets. Taken together, these assets — also known as your estate — paint a picture of the wealth you’ve built over time. Rather than lose all you’ve built when you die, planning your estate ahead of time can help you preserve your wealth by transferring your assets to your children or other beneficiaries.

April 28, 2023

Asset Protection

Do Trusts Help with Succession Planning?

Most estate planning starts with a will. The legal document covers what to do with your assets and provides important direction on the care for minor children.

April 25, 2023

Asset Protection

The Biggest Mistakes Made with Trusts

Mistakes that are usually ugly, often costly and sometimes fatal – at least to an estate plan.

April 21, 2023

Asset Protection

How Trusts Help with Asset Protection

The idea of asset protection for the purposes of protecting against long-term care costs is becoming both more sought-after and more necessary.

April 19, 2023

Estate Planning

What Is the Relationship between Executor and Beneficiaries?

In terms of executor vs. beneficiary rights, there are several differences with regard to what type of authority each one has.

April 18, 2023

Estate Planning

Key Components of an Estate Plan to Tackle First

Having the right legacy plans and documents in place is one of the most important steps aging individuals can take, both to give themselves peace of mind and to avoid the possibility that confusion will make an already challenging situation even worse.

April 14, 2023

Estate Planning

What Is a Beneficiary?

When an individual purchases an annuity, they name one or more beneficiaries who will receive the benefits if something happens to them before the contract ends. This could be due to death, disability, or another event that would cause the individual to no longer need their income from the annuity. The ultimate beneficiary of an annuity is the individual receiving the payments. However, there can also be additional beneficiaries.

April 6, 2023

Asset Protection

Can a Power of Attorney Withdraw Money from Bank Account?

The first step in understanding whether a power of attorney can transfer money to themselves is to understand the different types of power of attorney.

March 20, 2023

Estate Planning

Do I Need a Life Insurance Trust?

Created to own and control a life insurance policy or policies while the insured is alive, Irrevocable Life Insurance Trusts (ILITs) are tools that are sometimes recommended by estate and planners.

March 14, 2023

Estate Planning

Can I Protect My Family after Death?

The future is uncertain. However, you can ensure that your family and loved ones are taken care of with estate planning. Estate planning is a critical component of financial planning for the future.

February 9, 2023

Category: Trust Administration

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What are the First Steps in Estate Planning?

Do Trusts Help with Succession Planning?

The Biggest Mistakes Made with Trusts

How Trusts Help with Asset Protection

What Is the Relationship between Executor and Beneficiaries?

Key Components of an Estate Plan to Tackle First

What Is a Beneficiary?

Can a Power of Attorney Withdraw Money from Bank Account?

Do I Need a Life Insurance Trust?

Can I Protect My Family after Death?

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