Search Results for: "Living Trust"
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 –…
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…
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…
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…
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…
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…
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…
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…
Legal Representatives Require Careful Consideration
The coronavirus pandemic made us realize that life is precious and uncertain. Too many aging Americans found themselves with a life-threatening COVID-19…
Estate Planning for the LGBTQIA+ Community
To protect our loved ones and our assets, estate planning is important to any individual regardless of orientation. In the LGBTQIA+ community,…