Estate Planning
What Is the Main Purpose of a Trust?
Before you decide to put your home in an irrevocable trust, it is important to have a basic understanding of what you are doing and why.
June 8, 2021
Asset Protection
I am Concerned That My Son-in-Law will get My Estate
You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
May 27, 2021
Asset Protection
A Trust can Protect Inheritance from Relatives
You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
May 24, 2021
Estate Planning
Should Young Families have an Estate Plan?
Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
May 19, 2021
Estate Planning
Should a Trust Be Part of My Estate Plan?
What are the advantages of putting assets into a trust?
April 29, 2021
Estate Planning
Why Would I Need a Living Trust?
Have you made any plans to distribute your assets and take care of your family, when you die or become incapacitated?
April 21, 2021
Business Succession
Just What Does an Executor Do?
In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.
April 13, 2021
Estate Planning
Is it Better to Have a Living Will or a Living Trust?
Whether you need a living will vs. living trust as part of your estate plan depends on your overall financial situation and goals. However, it’s helpful to consider the advantages of including one or both in your planning efforts.
April 5, 2021
Estate Planning
Estate Planning for a Blended Family
If you’re in a blended family, you’re already aware of the emotional and financial issues involved in your daily life. However, what about the future?
March 31, 2021
Asset Protection
If I Move to a New State, Do I Need to Update My Estate Plan?
While legally you may not need all-new estate planning documents if you move to a different state, you should have your documents reviewed by a local attorney in your new home.
March 30, 2021