Trusts
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…
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…
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…
Leaving an Estate to a Surviving Spouse
Following the loss of a spouse or longtime partner, it is difficult to look past your grief. However, it is crucial to…
Tips on Preparing an Estate Plan For a Blended Family
Inheritance distributions in blended families can be inequitable resulting in hurt feelings and possibly lengthy court battles. While you cannot legislate from…
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 –…
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…
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…
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…