Estate Planning

September 15, 2022

Special Needs Estate Planning for Children and Adults

How do special needs differ from other needs? For those with learning difficulties, behavioral or emotional issues, or physical disabilities, special needs…

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September 8, 2022

Have You Updated Your Financial Information Recently?

When you prepare and organize your financial information for when you are no longer capable, you will achieve peace of mind and…

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September 1, 2022

What You Need to Know About Medical Advance Directives

There is no one who wants to think they may be incapacitated by illness or trauma. Every day, people face this problem….

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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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June 16, 2022

Getting Your Partner to Talk About Estate Planning

Your spouse or life partner must be actively involved in your estate planning. Before meeting with an estate planning attorney, it is…

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June 9, 2022

The Medicaid Program: Looking Back Without Penalties

Planning for long-term care is important because nearly everyone will require it at some point in their lives. While we cannot predict…

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June 2, 2022

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…

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May 26, 2022

Your Personal Possessions Play a Significant Role in Your Memories

Imagine your estate plan is ready to go. Your estate plan will help you take care of your home, investments, and savings,…

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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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