In this modern era it is not uncommon for women to accumulate significant assets of their own during their lifetime, and when they pass away they’ll want to leave those […]
Read MoreIn this modern era it is not uncommon for women to accumulate significant assets of their own during their lifetime, and when they pass away they’ll want to leave those […]
Read MoreEven if your original retirement plan is as a couple, it might be a good idea to consider the possibility that you could become a widow at some point during […]
Read MoreDon't neglect the gift of your life story.
Read MoreThe details of our lives are constantly evolving. So in a very real sense estate planning is an ongoing process rather than a single event. A plan that makes sense for you today may not be appropriate five, ten, or twenty years from now. There are many strategies that can be utilized in a well drafted estate plan depending on the specifics of your situation. Life insurance is one such tool in an estate planners tool box.
Read MoreWhen you are busy living your life you may not think too much about your estate and how you would like your assets distributed. If it does cross your mind, […]
Read MoreIf you are the owner of a small business you know that one of the keys to long term success is a solid and well conceived business plan. It is […]
Read MoreSetting up a plan for possible disability is a vital part of estate planning. As you set forth your disability wishes, you will have the opportunity to determine how your […]
Read MoreA Revocable Living Trust is an excellent estate planning tool for those who want to avoid probate and keep their estate private. Did you know, however, that your Living Trust […]
Read MoreWhen creating your Last Will and Testament it is important to follow all of the necessary steps to ensure that it will be valid and legally binding.
Read MoreA Lifetime Trust is an Irrevocable Trust that will pay out an inheritance to a beneficiary for the duration of his or her life. Creating individual Lifetime Trusts for your […]
Read MoreWhen a Last Will and Testament or Revocable Living Trust is created, the testator or trust maker will name beneficiaries to receive his or her property. If any beneficiary receives less than her or she expected or is omitted does that person have a claim to receive a portion of the estate?
Read MoreIf you have retirement accounts, you understand the importance of having enough funds to cover your retirement expenses. So, what if you pass away with funds still in these accounts? […]
Read MoreIn a challenging economy we are often tempted to "DIY" (do it yourself). So, is it possible to write your own Revocable Living Trust? Yes, but you should know the […]
Read MoreProbate is the court administered process by which a decedent’s final affairs are publically settled. During this process an executor is appointed, the estate is inventoried, debts and taxes are paid, an accounting is rendered and property is finally distributed to the beneficiaries. Not all estates require probate. So, when is probate necessary?
Read MoreIf you or a loved one passes away without a valid Last Will and Testament, intestacy laws (sometimes called succession laws) will be used to settle your estate. These laws […]
Read MoreNo one wants to consider dying before their children reach adulthood, but it is a very real possibility. Making a guardian plan for your children after your death is the […]
Read MoreWhen you pass away, your estate must be settled. If you have an estate plan, such as a trust or will, then your assets will be distributed in accordance with […]
Read MoreFor starters, a living trust allows your heirs to avoid probate, an often costly and time-consuming legal process used to distribute your assets. With a trust, the distribution is handled […]
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