Estate Planning

Trusts can play a pivotal role in estate planning, offering you a versatile and beneficial means of managing and distributing your assets. They can be tailored to suit various needs and objectives, making them a vital tool in effective estate management. Understanding...

An estate plan is generally comprised of a collection of various documents including wills and other testamentary documents, such as durable powers of attorney. Everyone has their own unique preferences that influence what documents they include in an estate plan and...

Estate plans are not all that common. People have many reasons why they might delay creating a will or neglect planning for the future. Why is this? It is clear that estate planning can be beneficial and useful in a number of ways, from advanced planning for medical...

The financial resources that you have acquired throughout your life will become part of your estate when you die. If you are like most parents, you probably hope that your children will ultimately inherit anything remaining at your death. For most people, their home...

When you designate a power of attorney, you are choosing an agent. This person is then allowed to act on your behalf under very specific circumstances. Those who are empowered to act as a power of attorney usually only utilize their authority when someone has been...

These days, having a “blended” family isn’t unusual, especially as more older adults are choosing to remarry. While all blended families are unique, they generally share some of the same concerns – including how to make estate planning and inheritances fair for...

Maybe you have student loans from college that still have a six-figure balance despite years of making payments. Perhaps you tend to carry a high balance on your credit cards or still owe thousands in patient responsibility costs for recent cancer treatment. There are...

For business owners, estate planning is often wrapped up in business succession planning. The business is the most important and most valuable asset that the individual owns. They want to give it to their children so that it can continue running and providing an...

All adults should have at least a basic estate plan. For some, creating a will is sufficient but other people will need to have at least one trust to pass their assets down to their heirs and beneficiaries. Anyone who’s considering establishing trusts should...

Death is not a popular subject for conversation. Most of us are uncomfortable thinking about death, let alone our own death or the death of the ones we love. But there is no avoiding the inevitable. Instead of avoiding questions about end-of-life care, you should take...