Search Results for: "Will and Trust"
Add a Personal Property Memorandum to Your Will or Trust
When a family member has passed, the family occasionally ends up arguing over personal property. Arguments can take place over things like…
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 –…
Establish a Trust to Pass Wealth and Family Values on to Your Children
Parents need to instill family values at an early age to ensure the adoption of these family values. Undoubtedly the best time…
A Guide for Understanding How Pet Trusts Work
Hotel heiress Leona Helmsley left a trust fund for her Maltese dog named “Trouble” to the tune of $12 million dollars in…
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…
You Can Provide Income to Your Heirs From Charitable Trusts
A charitable trust is an irrevocable trust that provides income to heirs while benefiting you or a charity. If you are philanthropically…
How to Live a Longer and Healthier Life
There’s no doubt that a healthy lifestyle can significantly improve your health and the earlier you adopt a healthy lifestyle strategy, the…
The Probate Process and Outstanding Debts
Probate can be avoided if you have the right strategy in place, saving you money in taxes, avoiding public proceedings, and the…
The Silver Alert Program and How It Works
Dementia sufferers can often be found wandering. This is often caused by the decline in cognitive functioning and symptoms such as restlessness…
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…