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5 Reasons to Create a Living Trust
Although you will undoubtedly continue to rely on a Will within your estate plan, as your family and your estate grow you will need to incorporate additional tools into your estate plan in order to...
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How Does Life Insurance Work in My Estate Plan?
For many people, life insurance plays an integral role in their estate plan. Exactly what role it plays, and how much life insurance is necessary, can be difficult to determine though. Moreover, both...
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Common Myths Associated with Estate Planning
One common reason people give for not having an estate plan in place is that creating an estate plan is an intimidating prospect. It can also be easy to find yourself believing one of the many myths...
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Should I Tell My Beneficiaries the Details of My Estate Plan?
If you have an estate plan in place, you already recognize the numerous benefits an estate plan offers. Once your plan is in place, however, you may struggle with deciding how much (if any) of the...
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Why It Is Important to Update Your Beneficiary Designations
If you have an estate plan in place already, you are ahead of over half the population in the United States. Taking the time to create that plan, however, is only the first step toward protecting...
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Do I Need a Pour-Over Will If I Am Using a Family Wealth Trust?
Like many people, you may choose to establish a Family Wealth Trust to use as your primary method of distributing your estate. One mistake you do not want to make, however, is eliminating a Will...
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Do I Need an Advance Directive?
While your estate plan should certainly plan for the eventual end of your life, a successful estate plan contemplates numerous situations and scenarios in addition to death that requires advance...
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Is Trust Administration Expensive?
A living trust is among the most common additions to an estate plan. A living trust can be used to help with a variety of estate planning goals, including probate avoidance, incapacity planning, and...
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How to Guard Your Child’s Inheritance
From the moment you first learned you were going to be a parent you likely worried about protecting and providing for your child. That need to protect and provide is evident in your estate plan...
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3 Documents That Should Be in Your Estate Plan
For the average person, estate planning is an unfamiliar – and often intimidating — concept. Although every estate plan is uniquely tailored to the needs and goals of the person creating the plan,...
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What Is the Most Important Document in My Estate Plan?
For most people, a comprehensive estate plan includes numerous legal documents and various ancillary documents. Which of these is the most important estate planning document? For most people a Last...
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Estate Planning Lessons the Covid Pandemic Has Taught Us
For over a year and a half now the entire world has been grappling with the Covid-19 pandemic. We have lived through lockdowns, social distancing, and the race to create a vaccine. Many of us have...
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5 Things You Might Not Know About What Happens After Your Death
Most people have a vague understanding of the importance of estate planning; however, there are also several myths and misconceptions surrounding the reason for having an estate plan in place....
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Understanding the Benefits of an Intentionally Defective Grantor Trust
One of your primary estate planning considerations should be the impact federal gift and estate taxes will have on your estate after you are gone if you have significant assets that will be left...
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Is Your Business Protected in Your Estate Plan?
As a business owner, the need for comprehensive and inclusive estate planning is amplified. Without a business succession planning component in your estate plan, all the hard work and sacrifice on...
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Celebrate Long-Term Care Planning Month this October by Reviewing Your Plan
October is designated as “Long-Term Care Planning Month” each year in the United States. For all of us, it provides an excellent reminder of the need to have a long-term care (LTC) plan in place as...
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Do I Need a “Durable” Power of Attorney?
Although every estate plan is as unique as the individual who creates the plan, there are some common documents that tend to be found in the average estate plan. A power of attorney is one of those....
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Social Media and Your Elderly Loved Ones
In today’s world, if you do not own a cellphone, tablet, or laptop computer you are definitely in the minority. Most of us spend a decedent amount of time on various social media platforms. For...
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Understanding Trusts
Most people are familiar with the concept of a trust; however, the thought of creating a trust can be a bit intimidating. If you are considering the use of a trust in your estate plan, deciding on...
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National Family Caregiver Month
Experts predict that by 2050 the number of older Americans (65 and older) will surpass the number of younger Americans (21 and younger) for the first time in history. The sheer number of older...
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