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Do You Need a Spendthrift Trust?
July 7th, 2023
The aging population is expected to transfer $30 trillion in the coming years, per Forbes. According to the Survey of Consumer Finances, the median inheritance is $69,000; the median for trust fund wealth transfers is $285,000. Many individuals plann…
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Categories: Estate Planning
Estate Planning Basics: What Is a Beneficiary to a Will?
February 24th, 2023
People create wills to establish what happens to their money and assets when they pass away. In these estate planning documents, they can name beneficiaries – individuals who will receive money, other assets, or specific bequests like sentimental i…
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Categories: Estate Planning
Estate Planning: An At-a-Glance Overview
February 17th, 2023
Estate planning, or legacy planning, entails preparing your affairs for the future, including death and other life events. While older adults might give more thought to estate planning, it is an essential tool at any age. Why It’s Important With es…
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Categories: Estate Planning
No Will? You're Putting Your Kids at Risk
September 16th, 2022
Many people delay the conversation or thoughts of having to prepare a will. Confronting the possibility of one’s death is not easy. However, as the recent death of Anne Heche shows us, not having a will can place a significant burden on your childr…
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Categories: Estate Planning
Do You Have a College Student? Important Healthcare, Financial, and Educational Documents That They (and You) Need
August 29th, 2022
August is upon us and you may soon be sending children off to college. If your child is age 18 or older, you and your child will need to take some simple steps so that, in the event of an emergency, you will be able to make health care and financial…
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Categories: Estate Planning
The Top Estate Planning Questions
June 17th, 2022
Can’t shake the feeling that you should be contemplating estate planning, but you have too many questions, so you put it off again? Want some answers before you have to navigate complicated situations? Here are some questions and answers: What&…
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Categories: Estate Planning
Should You Add Your Children to Your Deed and Bank Accounts?
June 17th, 2022
Many people believe that an easy way to avoid probate and enable your children to assist you as you age is to add your children to your bank accounts and even the deed to your home. But this strategy doesn’t always work as planned. Suppose your…
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Categories: Estate Planning
What to Do If You Want to Leave Your Children Unequal Inheritances
May 20th, 2022
Parents usually want to leave their children equal shares of their estate, but equal isn’t always fair. If you plan to provide more (or less) for one child in your estate plan, preparation is important. It is natural for parents to want to treat th…
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Categories: Estate Planning
Why You May Need a Trust in Addition to a Power of Attorney
December 3rd, 2021
While everyone should have a durable power of attorney that appoints someone to act for them if they become incapacitated, in some circumstances it is not enough. In these cases, a revocable trust can help. A durable power of attorney allows you to a…
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Categories: Estate Planning
It Can Be Scary to Die Without an Estate Plan...the HORRORS of Intestacy
November 2nd, 2021
October brings fall, pumpkin-spiced everything, and macabre things. Ghosts, ghouls, and goblins may Monster Mash through your mind; however, when I think of something truly terrifying, it’s dying without an estate plan. Although the pandemic encour…
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Categories: Estate Planning