A common misconception is that only wealthy individuals and people in high-risk professions, such...
Asset Protection Tips You Can Use Now
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Business Succession
The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits
Many people believe that once they set up a revocable living trust and change the ownership of...
Estate Planning for Beneficiaries with Substance Abuse Issues
It has been said that the only thing harder than being an addict is loving one. It can be...
The Unexpected Challenges of Being an Estate Executor
When someone asks you to be the executor of their estate, it might seem like a straightforward...
Left Out of Your Parent’s Estate Plan? What You Need to Consider
Many members of the next generation are banking on a sizable inheritance as part of an...
Estate Planning Basics for Newlyweds: How to Prepare for the Unexpected
Getting married is a special time in your life; you may have a beautiful wedding, a fun reception,...
Enriching Life with a Third-Party Special Needs Trust
A special needs trust (SNT) allows an individual to provide for a disabled beneficiary without...
Should Your Child’s Guardian and Trustee Be the Same Person?
If you have overheard any estate planning discussions, you have likely heard the words “guardian”...
What Exactly is a Successor Trustee and Who Should Be Yours?
If you have a revocable living trust, you probably named yourself as the initial trustee so that...
How to Choose the Right Agents for Your Incapacity Plan
Many people believe that estate planning is only about planning for their death. But planning for...
Have You Checked Your Beneficiary Designations Lately?
You regularly check the balances of your retirement, bank, and investment accounts. But when was...
Do It Now: Name a Guardian for Your Minor Children
We know it is difficult, even horrific, to imagine someone else raising your children. However,...