Search Results for: "Living Trust"

November 18, 2021

A Guide for Understanding Irrevocable Trusts

A client asked us this interesting question: After my brother died, he left money in a revocable trust for my children –…

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June 2, 2021

Discerning Wills and Trusts

There are different benefits to using both wills and trusts for estate planning purposes. Each state has specific laws and regulations governing…

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Should You Own Your Timeshare in Your Trust?

Timeshares have come a long way since they first arrived in the real estate market back in the ’70s. In the early…

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July 7, 2022

An Overview of Probate

The American Bar Association (ABA) describes probate as the legal process that recognizes a will and names the personal representative (executor) to…

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June 23, 2022

Estate Settlement: What You Need to Know

You must consider certain criteria when you need to select an executor for your estate, or accept the responsibility yourself as a…

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May 19, 2022

A Lifetime Money Management System for Special Needs Children

For estate planning, special needs children present a unique challenge. Optimizing your estate to use, enhance, and enrich assets for your special…

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April 21, 2022

Planning for the Generational Wealth Transfer

Planning ahead is important for securing a legacy that will remain for future generations. There are always generational differences of opinion as…

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December 30, 2021

Things to Know About Estate Planning

The law describes estate planning as a legal document summarizing the property a person owns and how to distribute these assets when…

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November 11, 2021

How Do I Know if I Need Probate?

Probate is the legal process by which the estate is authenticated and the deceased’s assets are distributed to the beneficiaries. Whether or…

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October 7, 2021

Short-Term Disability Insurance and Its Many Benefits

Imagine this scenario, an unwed middle-aged lady, Sandy, being the sole caretaker for her 85-year-old mother. Sandy still worked full time and…

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