Many people believe that once they set up a Revocable Living Trust and transfer assets into the trust, those assets are protected from lawsuits. This is absolutely not true. While ...
What is a personal property memorandum? It is a frequently-used estate planning document that provides an opportunity to expand upon your will or trust. Many wills or trusts simply divide ...
Sometimes giving assets outright to a beneficiary – such a child, a grandchild or a loved one with special needs – is not the ideal method of distributing assets in ...
If you become incapacitated, who is going to take care of you? You will not be able to make medical decisions for yourself and you will not be able to ...
Whether or not you currently have estate planning documents, one important item to add to your calendar is getting an estate plan checkup. Don’t Have an Estate Plan? If you ...
Most people associate wills with estate planning, but there are other strategies to help plan for the future health and financial well-being of you and your family. Using an IRA ...
Many people are under the impression that estate plans are only necessary for those with substantial wealth. In fact, estate plans are important for everyone who wants to plan for ...
Five words no one ever wants to hear from their doctor: “Get your affairs in order.” Unfortunately, 58 percent of Americans Do not have a will or trust, and it ...
Getting the news that you have to undergo major surgery is never easy. Preparing for absences from work, planning for childcare and household responsibilities, and reviewing your estate plan will ...
Whether you have accumulated a little or a lot of wealth over your lifetime, it is likely that you have some particular thoughts on how you would like those assets ...