Category: Estate Planning

We Want to Draft Your Legacy

What are the Pros and Cons of Using a Registry to Find a Caregiver for Parents?

January 21, 2022
Some local governments have publicly available registries of certified home care workers in the area, along with contact information.
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What Planning Should I Do in My 50s?

January 20, 2022
If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.
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Should My Trust Name a Corporate Trustee?

January 19, 2022
Revocable Living Trusts have become a widely used estate planning document, providing a path to managing assets, avoiding probate and gaining privacy at the settlement of an estate.
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Why Should I Name a Beneficiary?

January 18, 2022
Lewis established an irrevocable trust, in which he named ‘his son’s spouse’ as a beneficiary. At the time Clark, the son, was married to Vivian.
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What Happens If a Trust Is Invalid?

January 18, 2022
This case should be required reading for any person who has an interest in an entity or a trust.
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How to Avoid a Family Fight over Company

January 14, 2022
In coming years, millions of Baby Boomers — those born between 1946 and 1964 — are expected to retire in the U.S. In fact, by some estimates nearly a quarter of this country's population will be aged 65-or-older within a few decades.
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Can You Remove Someone from a Life Estate?

January 13, 2022
Life estates can provide effective means to create joint ownership of property, avoid probate and transfer property after death without incurring gift taxes.
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Is It Better to Inherit Stock or Cash?

January 12, 2022
If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.
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What are Digital Assets in a Will?

January 11, 2022
Most family members may not have a clue what we have floating out in cyberspace. Accessing or deleting accounts can be tricky for family members, if they don’t have your login credentials.
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Do Dental Problems Mean Cognitive Impairment?

January 10, 2022
The risk of cognitive impairment can jump by 48% for people with this dental problem.
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