Blog

4 Dangerous Myths About Estate Planning

An adequate estate plan will help you and your loved ones feel prepared for any contingency. Make sure you’re working with all the correct information about how the estate planning process works.

Is Your Estate Plan Incapacity-Proof?

Estate planning can help you prepare for what happens after you die, but it should also help you plan for possible incapacitation. Simply having a will does not prepare you for incapacitating medical conditions. Instead, your estate plan should include an advance directive, a power of attorney, and a living...

How to Protect Your Retirement Accounts

As long as you’re alive, you enjoy critical protections for your retirement funds. Specifically, the assets in an IRA or 401(k) are shielded from lawsuits, courts, and creditors. But when you die, these protections evaporate, meaning any retirement assets your loved ones inherit from you can be seized. The good...

How a Standby Supplemental Needs Trust Can Protect Your Loved Ones

Estate planning allows you to prepare for all contingencies, including possibly a loved one becoming disabled. One of the challenges associated with a disability is that any financial gift may disqualify the beneficiary from receiving public assistance. One way to sidestep this problem is by creating a standby supplemental needs...

Planning Your Summer Vacation? 5 Things to Consider Now

Before heading out on summer vacation, attend to some estate planning basics. Doing so can give you and your family ample peace of mind. Some estate planning steps include checking your guardian nominations, verifying correct signatures, and ensuring your estate planning documents are properly organized. Find out more via Max...

What is Elderly Financial Abuse?

Elderly Financial elder abuse often comes to light only after the passing of the elderly person, which then can be linked with estate planning issues, including trust administration and probate administration.

Include a Family Meeting in Your Next Family Reunion

Family gatherings can be excellent times to discuss estate planning concerns. Topics addressed might include which family members want personal properties and who you will appoint as executors or decision-makers. Additionally, family meetings can be good times to develop family histories and preserve your legacy and story. Learn more from...

As Circumstances Change, So Should Your Estate Plan

Summary Life changes all the time. As it does, your estate plan should change with it. Most estate planning lawyers recommend revisiting your will and trust every three to four years. Additionally, revisit it if you experience any of the following circumstances: You get married, get divorced, or lose your...