Estate Planning & Asset Protection

July 11, 2019

Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate

While most proactive individuals know the importance of having a well-rounded estate plan, it is typically considered as something that will take effect after they have passed away. But there are in fact many ways in which comprehensive estate planning can have a positive impact on your life while you are still around to reap […]

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Estate Planning & Asset Protection

July 9, 2019

How an Estate Planning Letter of Intent Can Help Your Family

Estate planning is an important task that everyone should undertake as it helps to protect your family and loved one’s financial future. But estate planning can do much more than focus on finances, it can also provide for care of those you leave behind. One aspect of estate planning that is often overlooked but can […]

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Trusts

July 4, 2019

Don’t Leave Your Trust Unguarded: 6 Key Ways a Trust Protector Can Help You

Trust protectors are a fairly new and commonly used protection in the United States. In short, a trust protector is someone who serves as an appointed authority over a trust that will be in effect for a long period of time. Trust protectors ensure that trustees: maintain the integrity of the trust, make solid distribution […]

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Estate Planning & Asset Protection

July 2, 2019

3 Tips For Every New Homeowner

Congratulations on the purchase of your new home.  Whether this is your first home or an upgrade/downsize, the purchasing of a home is a big event in your life.  When these major life changes occur, it is important that you are properly prepared. Below are a few things for you to consider now that you […]

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Estate Planning & Asset Protection

June 27, 2019

The More You Know: Reverse Mortgages & Estate Planning

You have likely seen several advertisements for reverse mortgages if you have spent any time watching television or surfing on the internet. The concept and sell is a simple one: as long as you own and live in your home, you can supplement your retirement income with a loan that you do not need to […]

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Estate Planning & Asset Protection

June 25, 2019

What is an Inheritor’s Trust?

When it comes to estate planning there are several types of tools you can use, depending on your circumstances. One such estate planning tool is the trust. There are numerous types of trusts aimed at fulfilling different estate planning purposes. If you are anticipating an inheritance, there is a special type of trust designed to […]

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Estate Planning & Asset Protection

June 20, 2019

Stress Test Your Estate Plan

So you’ve done the hard work of establishing an estate plan. Good on you, as they say across the Pond. However, you still have serious work to do to ensure that the strategy you’ve selected will maximize your peace of mind and protect your legacy. Estate plans are living, breathing creations. Your life can and […]

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Estate Planning & Asset Protection

June 18, 2019

Giving Thanks With Your Estate Plan

Estate planning covers more than just financial matters. Indeed, many use their estate plan to pass along their values as well as their wealth. One way to do this is to give thanks with your estate plan, by designating charitable giving or specific gifts that will help ensure your legacy. It is important, however, to […]

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Estate Planning & Asset Protection

June 13, 2019

How to Share Family History and Heirlooms with Your Estate Plan

The best time to share your family history with loved ones is right now, before the memories are forgotten. The coming holiday season is a great opportunity to reminisce because you’ll probably have your loved ones nearby. While you can always pull aside children and grandchildren for a chat about family history, did you know […]

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Uncategorized

June 11, 2019

Legal Considerations When Getting Your New College Student Ready to Go

If you are preparing to send your son or daughter off to college to pursue higher education, you may be wondering how their first semester of school will go. During this exciting new chapter in your family’s life, the last thing you may be thinking about is estate planning for your college-aged child. While your […]

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