Clients with minor children find that one of the hardest decisions in the estate planning process is how to choose a person or family to care for those children in […]
Read MoreClients with minor children find that one of the hardest decisions in the estate planning process is how to choose a person or family to care for those children in […]
Read MoreWhen you reach your 30s or 40s, it is time to put youth aside and start financial planning, if you haven’t already. Your future and your family’s future need to […]
Read MoreWe understand that making the decision to obtain a court-ordered guardianship for can be difficult. If a loved one is no longer capable of caring for themselves and properly managing […]
Read MoreIf you find yourself overwhelmed financially, and you are considering whether bankruptcy is the best option for you, a primary concern may be the loss of your assets during the bankruptcy […]
Read MoreMany parents include revocable living trusts in their overall estate plan. Included in their trust is a sub-trust for minor children that can protect the inheritance. It is the best way […]
Read MoreIf you have a loved one who has become incapacitated in some way, and they need your assistance in handling their health care decisions, accessing medical records will become necessary […]
Read MoreEstate plans are very important for many different reasons. Typically, an estate plan includes a will or trust, a power of attorney and advance medical directives. But, for a young […]
Read MoreAre you ready to relax and put the 9 to 5 behind you? If so, hopefully you have a good retirement plan in place. If it is not quite time, […]
Read MoreEstate Issues Following the Death of a Spouse from Brad Anderson The death of a spouse is always traumatic. In that time of loss, the surviving family members are often […]
Read MoreDivorce means separation and starting over. It means substantial life changes. It is also time to reassess everything. Whether you already had a financial plan in place or not, it […]
Read MoreMany businesspersons are so focused on growing their businesses that they do not consider the potential consequences of divorce. Whether the co-founders divorce each other, or one of the founders gets divorced, […]
Read MoreDo You Know Your Trusts? from Brad Anderson The basic purpose of a trust, in estate planning, is to minimize estate taxes and avoid probate. There are many different types […]
Read MorePerforming the duties of a trustee after the death of a loved one is an important duty. The good news is, you aren’t expected to start working immediately, because the […]
Read MoreThe basic purpose of a trust in estate planning is to minimize estate taxes and avoid probate. What is a trust, exactly? It is a fiduciary agreement (one based on […]
Read MoreWhat can you do if your mother or father has become incapacitated and no longer able to handle his or her own affairs. You may have already obtained a power […]
Read MoreEstate planning, with your minor children in mind, requires more than simply choosing someone to raise them. Another equally important consideration is who will manage the money and property that […]
Read MoreA trust can be a significant financial tool, helping you to control your money and provide for the future of your loved ones. If you are wondering whether you should […]
Read MoreWhether your children are visiting their grandparents out of town, or they are away at camp for two weeks, there may come a time when you will be unavailable to […]
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