Estate Planning Articles
Why Do Trusts End Up in Court?
There are any number of reasons why a living trust can be challenged in court, including: If you have questions about navigating one of these
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,
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
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
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