When to Consider Medicaid Trusts
Clients who are planning on qualifying for Medicaid in order to pay for long term care should strongly consider establishing a Medicaid Trust.
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Estate Planning Blog
Articles on wills, trusts, probate, and protecting what you have built.
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Special Needs Trusts
If your child receives needs-based government benefits like SSI or Medicaid, a Special Needs Trust might be an Estate Planning tool to consider.
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Is your Trust Properly Funded?
Funding your Revocable Living Trust is one of the most important aspects of Estate Planning, and the Trust funding process can continue well beyond your...
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Life is Unpredictable.
Life is unpredictable, and having a Living Will, Advance Health Care Directive, and Health Care Power of Attorney as part of your Estate Plan can help...
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Estate Planning for Young Adults
Whether you are an aspiring entrepreneur, working professional or a college student, starting early with your estate planning can provide you control and...
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No Contest Clauses in Estate Planning
A "No Contest Clause" can be an extremely important part of one's estate planning and aims to discourage family members from challenging or contesting...
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Estate Planning for Blended Families
Estate planning for those with kiddos from prior marriages can be complicated.
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FAQs: What Needs to Be Done When Someone Dies
The passing of a family member can be a difficult and heartbreaking experience for you and your other loved ones.
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Disposition of Remains Options and Pre-Paying for Burial Sites
Many individuals find it difficult to plan for their death.
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Dispelling Estate Planning Myths
Most people associate the term “estate planning” with death and one's mortality, which is probably why so many people put off creating an estate plan...
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Common Estate Disputes
Following a person's death, estate settlement or administration is usually required to distribute the decedent's estate and assets to the rightful...
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Understanding Pour-Over Wills
Estate planning is a complex process that helps accomplish many goals, including preparing for your future and ensuring that your loved ones are taken...
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Differences Between Revocable and Irrevocable Trusts
Even if you know you need an estate plan in place, it’s often hard to know exactly what documents you’ll need and how to set them up to ensure your loved...
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Pitfalls Of DIY Estate Planning: Why You Need An Attorney
While it may be tempting to use DIY estate planning tools to save some money, doing so carries some risks and pitfalls.
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Differences Between a Will and a Trust
If you are thinking about creating an estate plan, you have probably come across such terms as “will” and “trust.” However, you may not understand the...
Read articleWhat Is a Gun Trust and Do I Need One?
When it comes to estate planning, many people are familiar with trusts as a way to safeguard and transfer property such as real estate and investments.
Read article5 Reasons Estate Planning Can’t Wait
Let’s face it – talking about death isn’t exactly the most enjoyable topic.
Read articleFour Reasons Your Will May Be Contested in Court
Having an updated last will and testament is more important than ever, especially now.
Read articleDon’t Risk It: Protect Your Finances from Coronavirus Complications
Many Americans spend a lot of time and effort in managing their finances.
Read articlePreparing for Coronavirus: The #1 Legal Document Every Adult Needs to Have
As the coronavirus continues to disrupt daily life and leave Americans uncertain of the future, you don’t have to feel helpless during this pandemic.
Read articleSingle Family Private Trust Companies
Families with substantial wealth looking for fiduciary services may wish to consider forming a Private Single Family Trust Company as an alternate option.
Read articleValidity of Conditional Gifts: You only Get This If…
A conditional gift can be as simple as requiring a beneficiary to reach a certain age before he or she receives a gift from a will or trust.
Read articleDomestic Asset Protection Trusts: Connecticut Enters the Playing Field
As domestic self-settled spendthrift trusts (AKA Domestic Asset Protection Trusts, or DAPTs) become more popular as asset protection structures for those...
Read articleIncorporating Crypto and Electronic Assets Into Your Estate Plan:
At the end of the day, the Executor or Trustee of your estate is going to need to know what asset you have, and more importantly, how to access these...
Read articleTricks to Circumvent UTMA(Uniform Transfers to Minors Act) Account Regret:
Parents, grandparents, and anyone who was funded a UTMA account!
Read articleRevocable Living Trusts and The Trustee: Who Should I Pick as Successor Trustee?
The Trustee of a Trust is the person in charge, the manager, the mover and shaker when it comes to fulfilling the intent of the Trust.
Read articleEstate Planning and Tax Practitioners Beware! IRS Offshore Trust Compliance Approaches.
A kind reminder to fellow Estate Planning and Tax practitioners that March 15th is the deadline for filing IRS Form 3520-A, the Annual Information Return...
Read articleDo I Need a Revocable Living Trust or A Will? Key Advantages and Disadvantages of Both.
In a nutshell, wills are simpler, shorter, and often times less costly.
Read articleHave a Question About Your Own Plan?
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