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.
Estate Law Blogs & News
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.
Common Mistakes Made with a Living Trust!
Of course, just because you have a living trust doesn’t mean you’re all set. Here are a few of the most common mistakes people make with their living trusts.
Estate Planning Tips for Solo Seniors
So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
Should I Update My Estate Plan?
Your estate plan should certainly be revised, if you have gotten married or divorced.
Is a Trust a Good Idea for an Estate?
What will happen to your assets when you can no longer manage them?
What Is Better, a Trust or a Will?
Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.
How Do I Store Estate Planning Documents?
A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.
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