Charitable Lead Trusts
Do you have a charitable cause you hold close to your heart? Are you looking for ways to make a charitable impact most effectively in your estate plan? If so, you may want to learn more about a charitable lead trust, what it can do, and the benefits it can bring to you, your...
Charitable Lead Trusts Continue reading…
Differences Between a Conservatorship and a Power of Attorney
Have you ever heard of a living trust? Have you ever considered using a living trust in your estate plan? While an extremely useful estate planning tool, many have not heard of a living trust or, may have heard of it, but have never considered adding to their estate plan. That is mainly because...
Differences Between a Conservatorship and a Power of Attorney Continue reading…
What Makes Up My Estate?
When you think about estate planning, you may start to wonder about what an estate really is. What is included in this estate you are planning for? It is a good question and a great way to begin reflecting on your estate and how you want it to be handled after you pass...
What Makes Up My Estate? Continue reading…
Estate Planning Considerations for Single Parents
Many single parents are the sole providers and caregivers to their children. It is important to approach estate planning for single parents with this in mind. In a strong estate plan, the tools used will reflect the unique circumstances of the individual. Single parents, here are some things to consider when engaging in
Estate Planning Considerations for Single Parents Continue reading…
Make Important Health Care Decisions While You are Healthy
We are all guilty of it. We take for granted our health. When we are feeling good, it can be difficult to imagine feeling otherwise. Health is, of course, a gift to be enjoyed, but it is not something to be complacent about. Even those of us who do all we can to maintain...
Make Important Health Care Decisions While You are Healthy Continue reading…
Should You Sell Your House If You Are Moving to a Nursing Home?
One of the biggest transitions a person may make in their lifetime is moving from their house into a nursing home. Of course, a nursing home can be a great new residence, especially for someone with advancing needs as they age, but it can be a difficult transition, nonetheless. There is a great deal...
Should You Sell Your House If You Are Moving to a Nursing Home? Continue reading…
Planning for Assets with Sentimental Value
When you think of estate planning, you may think of who you want to inherit your home, your financial holdings, and other higher financial value items. This is, after all, an important part of estate planning and absolutely something that merits significant reflection. Amidst all of your estate planning decision making efforts, remember to...
Planning for Assets with Sentimental Value Continue reading…
Ways to Make Sure Your Children Inherit Your Home
Are you planning on leaving your home to your children after you pass away? Many people do, especially considering a home is often a person’s most substantial asset. If you know that you want your children to inherit your home, the next step is deciding on how you want to make sure this happens.
Ways...
Ways to Make Sure Your Children Inherit Your Home Continue reading…
The Differences Between a Will and Living Trust
If you have dipped your toe into the estate planning world, you likely know that there are a plethora of legal tools that may be used in an estate plan despite most people only having a passing familiarity with wills. In fact, did you know that many people opt to put a living trust...
The Differences Between a Will and Living Trust Continue reading…
Who Inherits if a Primary Beneficiary Dies?
A beneficiary is a person named in an estate plan who is designated to receive some kind of inheritance pursuant to the terms of the plan upon the passing of the creator of the plan. Beneficiaries not only play a critical role in an estate plan, but are often a central reason for the...
Who Inherits if a Primary Beneficiary Dies? Continue reading…