No Heir Estate Planning
If you don’t have children, a spouse or other close friends and family, it is …
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Trusts
Different Types of Trusts
There are many, many different kinds of trusts available and choosing the right one can…
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Three Documents You Must Prepare Now for Long-Term Care Later
It may seem premature to plan for long-term care for yourself or a loved one…
Read MoreIrrevocable Trusts Part 4: What’s The Benefit of Retaining Independent Trust Services?
For people who are interested in appointing an independent trust company where a bank trust…
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What is the Difference Between a Trustee and an Executor?
Executors An executor is named in a Will as the person who will settle an…
Read MoreIrrevocable Trusts Part 3: Do I Need to Appoint a Trustee?
An irrevocable trust like any trust needs to appoint a trustee. The trustee’s job is…
Read MoreIrrevocable Trusts Part 2: Can an Irrevocable Trust be Altered?
An irrevocable trust can in some circumstances be altered even though it is irrevocable. The…
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What are a Trustee’s Duties and Responsibilities?
While trustees have several duties and responsibilities, there is one that is the most important:…
Read MoreEstate Planning as Unique as Your Blended Family
The uncertainties of a pandemic make it important, now more than ever, for everyone to…
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Use caution when creating an IRA inheritance trust
When you hold an IRA, those funds can be distributed to the person you name…
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Preventing a will contest
When you write a will, you have control over how your assets will be distributed…
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Communicate with your kids before leaving unequal assets
When it comes to leaving money to the kids, some parents struggle to reconcile “equal”…
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