June 23, 2022 •
Estate Planning 
When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
Read MoreJune 22, 2022 •
Estate Planning 
Signing a prenup doesn’t indicate that you don’t have faith in your marriage, just like buying car insurance doesn’t mean you expect to get in a crash.
Read MoreJune 21, 2022 •
Estate Planning 
For disabled persons receiving financially based government benefits, a supplemental needs trust (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.
Read MoreJune 20, 2022 •
Estate Planning 
Completing an estate inventory can be one of the most challenging aspects of being the executor of an estate.
Read MoreJune 17, 2022 •
Estate Planning 
One of the most important decisions you’ll have to make when creating an estate plan is which estate planning attorney to work with.
Read MoreJune 16, 2022 •
Estate Planning 
Ben Franklin once said, ‘… nothing can be said to be certain, except death and taxes.’ For all certainties in life, the best thing you can do is plan for their eventual occurrence.
Read MoreJune 15, 2022 •
Estate Planning 
Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
Read MoreJune 14, 2022 •
Estate Planning 
Incapacity can occur because of illness or an accident. It can be temporary or permanent. That’s why every adult needs a power of attorney in place, once they turn eighteen.
Read MoreJune 13, 2022 •
Estate Planning 
Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.
Read MoreJune 10, 2022 •
Estate Planning 
It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their house, or perhaps they wanted you to inherit a specific item.
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