The Only Constant in Life is Change
When Circumstances Change, So Should Your Estate Plan Your estate plan was written to reflect your situation at a specific point in time – and – as we all know ...
7 Trust-Based Asset Protection Strategies for You and Your Family
You don’t have to make your family’s assets easy for creditors to reach. Protecting your hard-earned assets for the benefit of yourself and your family can be accomplished through careful ...
How to Make a Family Meeting a Successful Part of the Estate Planning Process
You have made the hard decisions, your documents are signed, your trust is funded, a business succession plan is in place. Congratulations, you have finished your estate planning. But have ...
Why Does a Living Trust Cost More than a Will?
It will probably cost more initially to set up a well-drafted living trust than to have a will prepared. A true cost comparison should include not only the expense to ...
Paying for Your Grandchildren’s Education
The bond between a grandparent and grandchild is a very special one based on respect, trust and unconditional love. When preparing one’s estate plan, it’s not at all uncommon to ...
Providing For Your Parents in Your Estate Plan
If you are part of the baby boomer generation (born between 1946 and 1964), you may also find that you are a member of the sandwich generation, with responsibilities to ...
Incorporating Faith and Values in Estate Planning
For many, passing along religious beliefs or values to the next generation is just as important as passing along financial wealth and tangible assets. Estate planning creates many opportunities to ...
Treating Children Fairly Does Not Necessarily Mean Equally
Treating Children Fairly Does Not Necessarily Mean Equally Most parents want to treat their children fairly in their estate planning, and many assume that means having their children inherit equally. ...
A Shared Home but Not a Joint Deed
A Shared Home but Not a Joint Deed Many people erroneously assume that when one spouse dies, the other spouse receives all of the remaining assets; this is often not ...
Organize Information for Your Family
Think for a few moments about what would happen if you suddenly became incapacitated or died. Would your spouse or family know what to do? Would they know where to ...