Many of our clients ask us this question. Read on for information to help figure out whether you need a trust and, if so, what kind fits your specific situation. The following information
estate planning
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The loss of a loved one comes with many unexpected challenges. Losing a beloved relative or friend can be overwhelming, and the process of handling their affairs in the wake of such a
In the event of an accident or illness, a living will or advance health care directive specifies how medical professionals should respond. A living will is crucial for all adults because accidents or
Many people choose to prepare a revocable living trust as the basis of their estate plan rather than joint ownership or a will because when it is properly prepared it avoids the public,
As people become elderly or ill, they become vulnerable to manipulation by those who will defraud or steal. Targeted attacks on vulnerable older people to exert what attorneys deem "undue influence" constitutes elder
Legal officials, such as probate judges, process a decedent's will through probate. While state probate laws may vary, the general process is quite similar across the country. Probate is the process of proving
To stay updated with federal estate tax laws, gifts, and generation-skipping tax (GST) exemptions, an annual review, and revision of your estate plan may be necessary. Since 2018, federal tax assessment on estates
If you’ve just received orders to deploy, you’re probably thinking about all the things you need to do to make sure your family is taken care of while you’re gone. While you’re mentally
The following question came from a client: When my brother passed away, he left money in a revocable trust for my children, but they could only get that money if they visited with
Consider that you already have an estate plan in place. It will ensure that your home, savings, and investments will be distributed fairly and efficiently to your family when you pass away. Your
