Estate Planning

July 27, 2023

Establishing Your Trust and Choosing a Trustee

Trusts offer benefits beyond wealth accumulation, serving various purposes and addressing specific challenges that go beyond financial considerations. Particularly, trusts can effectively…

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July 13, 2023

Exploring the Benefits of Living Trusts for Seniors

Unfortunately, seniors are highly vulnerable to financial abuse and scams, often falling victim to exploitation by both strangers and, distressingly, even their…

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June 22, 2023

How to Give Your Pet the Best Life Possible with Pet Trusts

Pets provide much joy and comfort to their owners. Your pets are probably be considered valuable members of your family. Since you…

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June 8, 2023

The Difference Between Elder Law and Estate Planning

The two have similar concerns, but elder law applies estate planning strategies primarily to issues facing seniors as they age.   How…

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June 1, 2023

Understanding Grantor-Retained Income Trusts

Many people seek strategies for wealth transfer and estate planning that preserve their assets and allow them to reap financial benefits while…

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May 18, 2023

An Overview of Estate Taxes

Estate taxes are imposed in the US on assets transferred from a deceased individual’s estate to his or her heirs. An estate…

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May 11, 2023

Choosing to Do Your Own Estate Planning Can be Risky

You may think creating your estate plan with do-it-yourself documents will save you cash. However, it can be costly in the end,…

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May 4, 2023

Your Children and Inheritance Conversations

You can influence your adult children’s decision-making process by managing expectations regarding their inheritances as they form their financial plans and knowing…

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April 27, 2023

The Wealth Transfer Strategy

Assets or wealth are transferred from one person or entity to another via wealth transfer. The transfer can happen either during your…

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April 20, 2023

A Guide to Elder Law and Technology for Seniors

As a result of technological advancements in self-monitoring medical devices, telehealth, and smart homes, many aging Americans are able to live in…

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