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
How To Protect Your Retirement Accounts
Most people are shocked to learn that after they pass, creditors can seize the retirement accounts intended for their loved ones. During your lifetime, your
Saving for School: Planning for Your Family’s Education
According to the National Center for Education Statistics, in the 2018–2019 academic year, the average tuition and fees for a public four-year institution were
Can a Non-U.S. Citizen Create an Estate Plan in the U.S.?
The United States has experienced a surge in immigration since 1970, and there are now approximately 45 million foreign-born people living in the United States.