What Trusts are Available for Estate Planning?
Trusts are an essential part of most estate plans, even the plans of people with moderate wealth. You need to know the basics of trusts, especially the key terms and concepts of the most widely-used types of trusts.
Coronavirus Makes Estate and Tax Planning an Urgent Task
What may have seemed like something to take care of ‘one day,’ has turned into a basic necessity that makes it essential and necessary for you to encourage your clients to act now.
How Do I Avoid Unintentionally Disinheriting a Family Member?
Do you want to disinherit your loved ones? Then simply name the wrong person on your beneficiary forms. That sounds too simple, yes, but everyday individuals die leaving their financial assets to the wrong person.
Not a Billionaire? Trusts Can Still Be Beneficial
Even if your asset base doesn’t measure up to the Bill Gates standard, you may consider using trusts in estate planning. This is because they can help your heirs in many different ways.
What is a Special Needs Trust?
Special needs lawyers can work with clients to set up individualized special needs trusts.
Protecting Adult Children with Disabilities
Adults with disabilities are living much longer than in the past, which means their aging parents must plan for the day when their dependent children outlive them.
How to be Sure Your Estate Doesn’t go to the Wrong Person
Do you want to disinherit your loved ones? Then simply name the wrong person on your beneficiary forms. That sounds too simple, yes, but everyday individuals die leaving their financial assets to the wrong person.