Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
Read MoreApril 12, 2022 •
Estate Planning 
It's hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family's leadership role and manage the family's transition of wealth.
Read MoreMarch 23, 2022 •
Estate Planning 
Trusts are often associated with the rich. However, the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
Read MoreMarch 10, 2022 •
Estate Planning 
Being married is significant both for a married person’s lifetime estate planning and subsequent administration of the estate at death. Important rights and responsibilities exist between married persons.
Read MoreFebruary 18, 2022 •
Estate Planning 
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
Read MoreFebruary 17, 2022 •
Estate Planning 
Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.
Read MoreJanuary 7, 2022 •
Estate Planning 
Good estate planning must consider more than what you want to happen to your property and for your beneficiaries. It also must consider what you intentionally want to avoid happening.
Read MoreDecember 1, 2021 •
Estate Planning 
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
Read MoreOctober 13, 2021 •
Estate Planning ![]()
For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.
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.
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