Estate Planning for Pet Parents
A Trust for Fluffy or Fido? Why Every Pet Parent Needs to Consider a Pet Trust Today Estate planning is about protecting what’s important to
Estate Planning for Snowbirds
Considerations Before Heading South for the Winter For many snowbirds, cooler weather means it is time to head south. If you are thinking about
Estate Planning for Military Families
No matter the time of year, it is always a good opportunity for members of the military and their loved ones to consider setting up
When Is the Best Time to Plan Your Estate?
Most people start thinking about planning their estates when they reach retirement age. After all, the “normal” progression of life is to graduate school, get
Estate Planning Checklist Before You Travel
Does your estate plan (or lack thereof) come to mind every time you board a plane or embark on a long drive? When we travel,
How to Disinherit a Family Member
When planning your estate, you have the right to distribute your assets any way you choose. There is a myriad of reasons why a person
Understanding Corporate Trustees
Seven Reasons to Have a Professional Help You Build, Manage, and Protect Your Wealth With people living longer and healthcare costs continuing to rise, our
Don’t Let Creditors Inherit from You or Your Spouse
Although spouses receive special treatment when inheriting a retirement account such as an IRA (the ability to roll over the account into a personal retirement
Young Adults Need Estate Planning, Too
Most young adults think they are invincible. But the reality is that anyone can become seriously ill or be injured in an accident or a
What Does Funding My Living Trust Mean and How Do I Do That?
Funding your trust is the process of transferring ownership of your assets from you to your trust. To do this, you physically change the titles
Estate Planning with Dementia on the Rise
Dementia is a chronic or persistent syndrome caused by brain disease or injury and marked by deterioration of memory, personality changes, and impaired cognitive function.
Understanding the Significance of Trusts
This article addresses a topic that is important to many Americans yet is sometimes misunderstood—trusts. In the right circumstances and with proper drafting, trusts can