The Coming ‘Great Wealth Transfer’ and Estate Planning
You don’t need a hefty bank balance or massive estate in order to need a will and estate plan.
Should I Have a Revocable Living Trust? YES!
An RLT, like any trust, is a method of holding property where the ‘legal’ aspect of ownership is separated from its ‘beneficial.’
Tell Designated Representative Where to Access Your Estate Planning Documents
An estate plan is only effective if the right people know where to find essential documents when they are needed.
Should You Have a Revocable Trust?
Learn the pros and cons of using revocable trusts to protect your assets and your privacy, and how they differ from wills.
Managing a House After a Relative’s Death
Inheriting a home comes with financial, legal, and emotional responsibilities—understanding your options can help you make informed decisions.
Learn How Special Needs Planning Improves the Lives of People with Developmental Disabilities
March is Developmental Disabilities Awareness Month. It’s the right time to learn how special needs planning improves the lives of those with disabilities.
How an Estate Planning Attorney Can Bridge the Gap Between Generational Wealth
Generational wealth is only meaningful if it is preserved and transferred effectively. Estate planning ensures financial stability for future generations.
How Estate Plan Protects Your Family
Though generally not as trendy as hitting the gym or planning summer vacations, such estate planning assurances bring peace of mind and create legacies of thoughtfulness for our loved ones.
How Divorce Affects an Estate Plan: Key Steps to Update Wills, Trusts and Beneficiary Designations
Divorce significantly impacts estate planning, requiring updates to wills, trusts and beneficiary designations to ensure that assets are distributed according to new intentions.
Do not Procrastinate on Estate Planning Moves
If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer from a relative, this is an exciting thing. However, it does come with some legal and financial concerns if not done well.
