When you create an estate plan, that plan should accomplish several interrelated goals. One of... [Read more...]
Things to Consider When Creating Your First Estate Plan
Estate planning can be an intimidating prospect for most people given the importance of the... [Read more...]
What Assets Bypass Probate?
At some point during your life, you may find yourself in charge of overseeing the... [Read more...]
How Much Discretion Should My Trustee Have?
Many people choose to include at least one trust in their comprehensive estate plan. If... [Read more...]
Can Medicaid Planning Still Help Me If I Need to Qualify Now?
Medicaid planning should be included in your estate plan long before you reach retirement age;... [Read more...]
Should I Tell My Loved Ones the Details of My Estate Plan?
Once you have your estate plan finished, you may start thinking about sharing – or... [Read more...]
Protecting Assets with an Intentionally Defective Grantor Trust
For anyone with considerable assets, asset protection should be a primary estate planning component. After... [Read more...]
How to Keep Your Estate Plan Private
Every estate plan should be uniquely designed to meet the needs of the individual creating... [Read more...]
Can I Be Personally Liable for Mistakes I Make Administering a Trust?
If you recently learned that you were appointed to be the Trustee of a trust,... [Read more...]
Suggestions for Alzheimer’s Awareness Month
Given the increasing prevalence of the disease, most of us know someone suffering from Alzheimer’s... [Read more...]
Be Careful When Appointing Fiduciaries in Your Estate Plan
Like many people, you may have spent considerable time thinking about the details of your... [Read more...]
Medicare and Medicaid — Understanding the Differences and Similarities
There is a very good chance that you will need help covering healthcare costs not... [Read more...]
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