5 Essential Legal Documents You Need for Incapacity Planning
Comprehensive estate planning involves more than just planning for your legacy after your death, it also plans for cases of incapacity.
Who Should Be the Trustee of a Third-Party Special Needs Trust?
If you want to ensure that a loved one with a disability is taken care of after you are gone, you can use a special needs trust.
Watch Out for Stolen Items in Your Loved One’s Estate
Your family member went through a meticulous estate planning process to organize and distribute money and property for the benefit of their loved ones, including you. But you may suspect […]
Nine Ways Your Estate Plan Could Breed Conflict
Friction between family members can escalate during a scorching summer heatwave. Likewise, a flawed estate plan has the potential to breed conflict, mistrust, and financial turmoil among your beneficiaries in […]
Planning Strategies for Your Boat That Are Not Sunk
As summer approaches and open waters beckon, it is important to consider a unique aspect of estate planning that can often be overlooked—your boats and watercraft. These vessels bring you […]
Have an Etsy Store? Make Sure It Is Properly Protected
The online marketplace Etsy has gone from a niche craft seller to one of the largest commerce companies in the world. Etsy has millions of active sellers worldwide, most of […]
January Is National Mentoring Month: Three Creative Ways to Use the Estate Planning Process to Be a Mentor
Celebrate National Mentoring Month this January by becoming a mentor to the people in your life who have less life experience, whether they are your children or other loved ones. […]
Do You Need a Revocable or an Irrevocable Trust?
There are two main kinds of trusts: revocable and irrevocable.
How Do I Give Assets to Minor Grandchildren in My Will?
You have many options to make sure your wishes are followed after you die.
What Can a Trust Do for Me and My Family?
Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.