estate planning
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…
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…
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…
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…
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…
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…
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,…
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…
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…
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…