Many members of the next generation are banking on a sizable inheritance as part of an...
Left Out of Your Parent’s Estate Plan? What You Need to Consider
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Special Needs Planning
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,...
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...