The Benefits of Trusts for Beneficiaries – Why Delayed Distribution is often Superior to Outright Distribution Whether you have accumulated a little or a lot of wealth over your lifetime, it is likely that you have some particular thoughts on how you would like those assets to be used by loved ones after your death. […]
Read More »Saying “I Love You” With Your Estate Plan
Saying “I Love You” With Your Estate Plan While saying the words “I love you” is indeed romantic, you should know that putting together a well-crafted estate plan is a concrete way to care for your family in the long run. This is because doing so will help prevent your surviving family members from scrambling […]
Read More »Seeing an Estate Planner? Three Key Questions to Ask
Seeing an Estate Planner? Three Key Questions to Ask Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you are gone. For this reason, it is critical to hire an attorney with good knowledge of estate planning and how to use the tools […]
Read More »Three Tips for Talking About Your Estate Plan During the Holidays
Three Tips for Talking About Your Estate Plan During the Holidays The holidays are right around the corner, bringing the joyous season of gathering with family and loved ones into full swing. It is the time to slow down, get caught up with loved ones, and enjoy the family and experience quality time around the […]
Read More »Trusts – The Swiss Army Knife of Estate Planning
Trusts – The Swiss Army Knife of Estate Planning To the general public, a trust may seem like an advanced tool only for the wealthiest among us. But, the reality is that trusts are a foundational estate planning tool with a solid history for being highly effective in ensuring a person’s wishes are carried out. […]
Read More »Your Fall “Legal Affairs” Checklist
Your Fall “Legal Affairs” Checklist With the fall season upon us, it’s an excellent time to review your legal affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When was your power of attorney last updated? A power of attorney is a valuable legal document, no matter what the […]
Read More »Power of Attorney Misconceptions
Power of Attorney Misconceptions A durable power of attorney is one of the most important estate planning documents you can have. It allows someone who you appoint (your agent) to make decisions on your behalf in the event you become incapacitated. If you have not appointed an agent then your friends and family may not have […]
Read More »How to Leave Your Life Insurance and Retirement Plan to Your Minor Children
How to Leave Your Life Insurance and Retirement Plan to Your Minor Children Our children are our pride and joy. It is no surprise that at some point or another, every parent likely becomes concerned about who will care for a minor child or children if one or both parents die or are incapacitated. From […]
Read More »Five Considerations When Selecting a Guardian for Your Children
There is no question that having children changes everything — and estate planning is no exception. If you and your spouse pass away or become legally incapacitated, and arrangements were never made in the event of such an emergency, your minor child or children will have to be placed with a new family. Not surprisingly, […]
Read More »The ABLE Act and how it Helps Those with Special Needs
The ABLE Act and how it Helps Those with Special Needs The Achieving a Better Life Experience (ABLE) Act was signed into law in December of 2014. The purpose of the Act was to provide individuals and families the ability to finance disability needs tax-free. The savings vehicle provided by the ABLE Act is similar […]
Read More »
