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...