Some Must-Have Documents are Always Needed

Must have Estate Planning documents

Since we’re all going to die (yes, even those of us who are still in our 20s!), we might as well make things easier for the loved ones who, along with grieving our loss, will have to deal with the financial and logistical pieces of our lives.

What are Benefits of Putting Money into a Trust?

Trust

Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.

What Happens Financially when a Spouse Dies?

Seniors Getting Estate Plans Completed More Quickly after COVID

When you lose your mate, you lose so much—your best friend, your equilibrium and your future together. Just when you’re at your lowest, it hits you: You could lose a lot of money, too.