What Is the Purpose of a Marital Trust?
If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.
Estate Law Blogs & News
Should I Hire an Estate Planning Attorney?
Here are four types of estate situations that could call for professional legal help.
Asset Protection for Your Out-of-State Vacation Home
So why should you consider a more comprehensive plan than just leaving an out-of-state vacation home in your will?
What are Big Mistakes to Avoid in Estate Planning?
Establishing an estate plan is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.
What’s Involved with Being a Trustee?
Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.
What Is a Power of Attorney?
Of all of the essential estate planning documents, the durable general power of attorney is usually the document that is needed first.
What are the Advantages of a Business Trust?
Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.
What Happens If My Partner Dies and We’re Not Married?
All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
What Is the Best Asset Protection?
Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
What Is a TOD Beneficiary?
The primary advantage of naming TOD beneficiaries for your accounts is that it can make the inheritance process much simpler, faster and less expensive.
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