An Overview of Setting up a Trust and Selecting a Trustee
The wealthy aren’t the only ones who use trusts. Rather than focusing on wealth, they serve a variety of purposes and solve specific problems. Do
Caution: Your Traditional Asset Protection Plan Is Set Up to Fail
You may be surprised to learn that not only has asset protection planning been around for a long time, but you likely have already engaged
As Baby Boomers Retire, States Prepare for Their Challenges
The U.S. is undergoing demographic and cultural changes. The baby boomer generation continues to “gray” the country and is changing the way individual states set
Keeping a Family’s Estate in Order as It Grows
Most young parents do not think about dying or becoming seriously ill or injured. As unlikely as such a serious event is when we are
Seven Questions to Determine if Your Estate Plan is Up to Date
Is your estate planning up to date? There are a few simple questions you can ask yourself to find out. Do you have a will
The Responsibilities of a “Fiduciary”
It is possible that a family member or friend will ask you to act as their power of attorney. Your person may be planning for
The Disabled Traveler’s Guide to Accessible Travel
Travel by people with disabilities is commonly referred to as “accessible travel” and “disabled travel”. There is a lot to consider when traveling with a
The Importance of a Successor Trustee
An estate plan that includes a revocable living trust is an excellent way to protect yourself and your loved ones upon your passing or in
Nursing Home Checklist: What to Ask to Protect Those You Love
Your loved one’s well-being depends on how you advocate for them in a nursing home. Residents in nursing homes and other long-term care facilities are