Wills and Trusts

Creating a successful estate plan requires you to take a wide range of factors into consideration as well as blend numerous goals into one cohesive plan.  Deciding who you wish to pass down your assets to is only the beginning for most people. You may also need to decide how you wish to pass down … [Read More]

Incapacity planning is an important part of any comprehensive estate plan. Advance directives are frequently used as part of an incapacity plan. If you executed a Living Will as part of your FREE estate planning worksheet. If you have additional questions or concerns about updating your Living Will, [Read More]

A trust is often used in lieu of, or in addition to, a Last Will and Testament to distribute assets to beneficiaries within an estate plan. If you are a beneficiary of a trust, you are dependent on the Trustee to administer the trust properly in accordance with the terms as set forth in the … [Read More]

When you became a parent, the need for a more complex and inclusive estate plan undoubtedly became clear. If you became the parent of a child with special needs, estate planning should have taken on an even higher level of importance. One of the most common tools that parents of special needs children use when … [Read More]

Creating a successful estate plan requires you to do more than just decide how your estate will be divided after you are gone. It also requires you to contemplate ways to protect your estate assets wile you are alive so they are available to be passed on after your death. One potential threat that all … [Read More]

For most people, a Last Will and Testament serves as the foundation of their estate plan. It is typically the first estate planning document to be created and may be the only document within an estate plan for many years. One of the primary reasons for executing a Will is to ensure that your estate … [Read More]

When a loved one passes away, it can be difficult to accept the loss. Sometimes, the grieving process is made even more difficult as a result of concerns surrounding the decedent’s state of mind at the time he/she executed a Last Will and Testament. When that happens, it adds uncertainty and confusion to your already … [Read More]

While a Last Will and Testament remains the most commonly used estate planning tool, a trust is not far behind in terms of popularity. Trusts are frequently included in a comprehensive estate plan for a wide variety of reasons, including the fact that a trust can help your estate avoid upcoming FREE seminar. If you … [Read More]

To create a successful estate plan, you must first consider your unique needs and goals. For example, if you are part of a blended family, your needs and goals will likely not be the same as they were during your first marriage. Now, you may be trying to provide for your current spouse while simultaneously … [Read More]

Finding out that someone appointed you to be the Trustee of a trust can be an overwhelming experience – particularly if you have never before served as a Trustee. The creator of trust had enough faith in you to appoint you to the position of Trustee. To help ensure that you live up to those … [Read More]