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Estate Planning Blog

Same Sex Couple Estate Planning
Estate Planning

Should I Use a Special Needs Trust?

A special needs trust is a popular strategy for those who want to help someone in need without risking that the person will lose their eligibility for programs that require their income or assets to remain below a certain limit.

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Estate Plan, Powers of Attorney, Will, Grantors, Assets, Inherit, Succession Plan, Tax Liabilities, Witness, Trigger Event, Beneficiary, Executor
Estate Planning

Who Should Be Your Executor?

An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.

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