Estate Planning
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….
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…
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…
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…
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…
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…
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,…
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…
When Planning an Estate, Avoid These Six Mistakes
Planning your estate will protect your assets, interests, and loved ones after you pass away. Sadly, many individuals make costly mistakes without…
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…