Maximize Tax Benefits and Protect Your Spouse with a Qualified Terminable Interest Property Trust
Valentine’s Day spending totaled nearly $26 billion in 2024, including an all-time high of $6.4 billion spent on jewelry.[1] Yet many Americans report feeling disappointed that their partner did not […]
Protect Your Wealth and Your Spouse with a Spousal Lifetime Access Trust
February, the month of love, is the perfect time to show your loved ones that you care about their financial futures. While chocolates and flowers are nice gestures, a spousal […]
Pros and Cons of Naming Many Residuary Beneficiaries in a Will or Trust
You have meticulously created your estate plan to ensure that it includes and addresses all of your most important assets (accounts and property). You have reviewed your asset list repeatedly, […]
Can I Leave My Spouse Out of My Estate Plan?
The relationship between spouses is special in all contexts, not the least of which is the estate planning context. In many instances, you can exclude people from your estate plan, […]
A Trust for Fluffy or Fido?
Why Every Pet Parent Needs to Consider a Pet Trust Today Estate planning is about protecting what is important to you. Although much of the traditional estate planning conversation focuses […]
5 Tragic Mistakes People Make When Leaving An Inheritance to Their Pets
Planning for your pets in your estate plan is an excellent way to ensure that your beloved pet will receive proper care and attention after you pass on. The problem, […]
3 More Famous Pet Trust Cases and the Lessons We Can Learn from Them
Sometimes, pet owners can get a bit creative when providing for their pets’ future care. The following three famous cases involving pet trusts offer some important lessons. David Harper and […]
Why Snow White’s Father Should Have Had an Estate Plan
Many of us are familiar with the story of Snow White and the seven dwarfs. Central to the story is the relationship between Snow White and her stepmother. After losing […]
Things to Know When Planning for an Addicted Loved One
It has been said that the only thing harder than being an addict is loving one. It can be particularly difficult for a parent to bring a child into the […]
Whom Do You Trust to Make Your Medical Decisions?
It might be a stretch to say that if you have your health, you have everything. However, to some people, decisions about their health are arguably more personal in nature […]