Many people believe that estate planning is only about planning for their death. But planning for...
How to Choose the Right Agents for Your Incapacity Plan
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Conservatorships/Guardianship
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,...
How to Pick a Trustee, Executor, and Agent under a Power of Attorney
While the term fiduciary is a legal term with a rich history, it generally means someone who is...
3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea
Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring...
Are you ready for the Estate Tax Exemption to Sunset in 2025?
The Estate Tax Exemption is a tax imposed by the federal government when property and assets are...
What You Need To Do Prior To Your Special Needs Child Turning 18 Years Old
Parenting is difficult and can be even more so for those with a special needs child. Availability...
When Is Probate Required?
Probate is required when a person passes and leaves behind assets that are solely in their name. A...
The Importance of Avoiding Probate
People often put off estate planning for many reasons. We make excuses such as....a trust is too...
Estate Planning Can Leave A Legacy Beyond Just Your Assets
Your estate is made up of all your personal possessions, including your home, vehicles, bank...
How to Protect Assets During a Recession
As you’ve probably noticed by now, we’re in the midst of great economic shifts. The roller coaster...
Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations
If a friend or family member has asked you to serve as trustee for their trust upon their death,...