Estate Planning Blog

Protecting Assets with a Trust vs. Limited Liability Company

May 15, 2023

To protect assets effectively, you have to store them in the right legal entity. However, that can depend on whether you’re looking to protect business assets, avoid estate taxes, or protect personal assets from legal liability while running a business.

Estate Planning

Older Singles Can Plan to Protect Themselves

May 12, 2023

Aging solo is about those individuals who are widowed or not married, live alone and have no family or none they can count on. They are going through the last years of their lives on their own. It can be just fine until one’s health declines and the usual activities and access to friends get out of reach.

Estate Planning

How a Special Needs Trust (SNT) Protects Loved Ones

May 10, 2023

While it may not seem necessary when a special needs child is young, setting up a trust to ensure their financial stability is better to be done sooner rather than later.

Estate Planning

Revocable Trusts Must Be Funded to Make Estate Plan Work

May 8, 2023

The primary benefits of revocable trusts only are available if a revocable trust is FUNDED during life. Unfortunately, experienced estate planning attorneys often have clients who delay the funding of their revocable trusts until it is too late and miss many of the benefits that these trusts provide.

Estate Planning

What Exactly Is Probate Court?

May 5, 2023

A formal probate process involves specific, usually straightforward steps. Issues that may arise during the process can lengthen the time it lasts until it is closed by the court.

Estate Planning

What Elements are Overlooked in Estate Plans?

May 3, 2023

There are certain provisions that people often forget to put in a will or estate plan that can have a big impact on a family.

Estate Planning

You Can Avoid Unintended Consequences

May 1, 2023

Although there is certainly no shortage of people with selfish or malevolent intent, a great number of estate plans that end in disaster are due to unintended consequences.

Estate Planning

Single Parents Need Estate Planning

April 28, 2023

Nobody likes thinking about what happens if they should become incapacitated or die. However, we all need to have a plan in place for just these possibilities.

Estate Planning

Why Is ‘When’ the Big Question in Estate Planning?

April 26, 2023

People approaching retirement ponder numerous questions. However, I’ve found that many of the most important questions revolve around the word ‘when.’

Estate Planning

What Should Women Know About Estate Planning?

April 24, 2023

It is essential that women do not surrender the responsibility of managing their financial affairs and devising their estate plan to their family … but take complete charge of this important duty.

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