Is your estate plan up to date? Give it this stress test to find out: 1. Do you have a will or a trust? Without your own plan you are relying on
trust administration
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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,
The traditional family structure has evolved in the US over the last several decades. According to statistics from the Pew Research Center, six out of ten women who remarry are in blended families,
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
Car crashes, incidents and fatalities are an unfortunate reality in our increasingly hectic and fast paced world. According to the CDC, about three million people in the US are injured every year in
When a loved one dies, their money and property has to be distributed to the appropriate people according to the will, or the state’s laws if a will is not in place. Even
The first step to having an effective estate plan is understanding what exactly it is, what purpose it serves, and what type of estate planning vehicles are right for you and your situation.
Client have occasionally asked us whether their estate plan can include a right of first refusal (ROFR) on assets in their estate. To illustrate this issue, here’s a hypothetical scenario: The Family Farm
Most people don’t look forward to the death of a loved one, but they may have thought about a possible future inheritance. The reality is, that when someone passes, one of the first
You probably don’t want to make a resolution that requires you to think about your own mortality and what will happen when you’re gone, but if you haven’t finished your estate plan, it’s
