When doing estate planning with an heir who has special needs, you really need to take the time to...
The Assistance Your Special Needs Heir Requires May Depend on Age
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Special Needs Planning
Are You a New Parent? Take These 5 Estate Planning Steps
As a new parent, your days are filled with changing diapers, making runs to the grocery store and...
You May Save If You Wait Until After Death to Sell Your House
Looking to save on taxes on your estate? One option you may want to consider is selling your...
Do Wealthy People Live Longer?
With the cost of healthcare and long-term care in the United States, it may be natural to assume...
How Can You Plan to Make Your Business Last?
While thinking about business succession planning, you have probably come across some rather...
The Reality of How Many People Do Estate Planning
When you think about how many people do their estate planning, it’s easy to assume that every...
Why Divorced Women With Children May Want to Make a Trust
As a newly divorced mother, you probably have a lot on your mind. For example, you have to figure...
Add Balance to Your Incentive Trust
Are you thinking of using an incentive trust to give your heirs motivation as you pass your assets...
A Family Business is Not an Easy Career
You own a family business. It’s been successful, but you worry that your children simply see it as...
Estate Planning Before Alzheimer’s
Estate planning after you have been diagnosed with Alzheimer’s can be problematic for your family....
Don’t Let Beneficiary Designations Become Outdated
Don’t assume that your heirs will get an asset just because you leave it to them in your will. In...
4 Main Classifications for Children with Special Needs
If you have a child with special needs, a big part of your estate planning is likely setting up a...