25+ Years Of Legal Experience
You always believed in living within your means and paying your bills on time. That’s why you were able to amass a significant amount of savings and retirement funds. While your future appears secure, you worry about how your heirs and beneficiaries might run through...
Estate planning for individuals with significant wealth and a variety of assets often involves strategic tools that not only preserve wealth but also align with philanthropic goals. One such tool is the Charitable Remainder Trust (CRT), a powerful legal mechanism that...
If you have a loved one with a disability, planning for their long-term care should be among your top priorities when making your estate plans. You want to ensure they have financial stability and access to the support they need when you are gone. A special needs...
Trusts are an excellent estate planning tool. People like them for the tax benefits and avoiding probate. Trusts offer flexibility and allow you to determine the conditions under which your assets will be distributed. The two main types are revocable and irrevocable,...
Pet trusts are becoming increasingly common among responsible pet owners who want to ensure that their animals will be safe and well cared for if they can’t be there for them. All states as well as Washington, D.C. now have laws that address pet trusts. Under...
Trusts can be a valuable tool for estate planning, providing flexibility, control and privacy over the distribution of assets. One option to consider is a generation-skipping trust, which allows assets to be passed down to grandchildren or even further generations,...
As you likely know, a will is an important part of your estate plan. Your will outlines instructions on how to manage your estate and who is responsible for doing so. These instructions may be simple and to the point, but that does not mean there can’t be issues...
As an adult, one of your most important tasks is to create an estate plan. These plans serve several purposes, including setting up a plan for end-of-life care and determining how to care for loved ones after you pass away. As you’re setting up an estate plan, you’ll...
Totten trusts offer a streamlined approach to transferring specific financial resources upon death. These trusts, known as payable-on-death (POD) accounts, permit account holders to designate beneficiaries who will directly receive the assets held in bank accounts or...
A living trust can play a vital role in protecting your assets and getting them into the hands of those you wish as fast as possible once you die. Assets left outside of a trust (and not accounted for in another way, such as a beneficiary designation) usually need to...