November 5, 2021 •
Estate Planning 
Would your loved ones have necessary access to your bank accounts after you die to help carry out your last wishes and handle arrangements?
Read MoreSeptember 23, 2021 •
Estate Planning ![]()
Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.
Read MoreSeptember 15, 2021 •
Estate Planning ![]()
As you know, a power of attorney (POA) allows another person, the Attorney-in-Fact (AIF), to conduct business on behalf of the principal. The POA authorizes the AIF to sign for and on behalf of the principal.
Read MoreSeptember 14, 2021 •
Estate Planning ![]()
A credit shelter trust is used to help married couples with significant assets pass their estates after their deaths to children or other beneficiaries without incurring estate taxes.
Read MoreAugust 26, 2021 •
Estate Planning ![]()
Every estate that holds titled property must be probated if title to that property is not transferred using some other wealth transfer method.
Read MoreAugust 5, 2021 •
Estate Planning ![]()
One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.
Read MoreApril 5, 2021 •
Estate Planning ![]()
When you hear the word trust fund, you might think of the uber-wealthy giving their kids a big chunk of cash on their 25th birthday. However, trust funds aren’t just for the rich.
Read MoreDecember 16, 2020 •
Estate Planning ![]()
In situations where both spouses want the surviving spouse to inherit all the assets, which is often the case, a joint trust can be far less complicated to set up and maintain than separate trusts, with less headaches for the surviving spouse.
Read MoreJuly 9, 2020 •
Estate Planning ![]()
Parents may delay creating an elder law estate plan, because of the in-law issue. Some parents are unfortunately estranged from an adult child, only because of the problematic son-in-law or daughter-in-law.
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