8 Smart Estate Planning Steps to Help You Feel at Peace

With all of the worries most adults have on their plate, from their job to their family obligations, let’s ensure financial security and inheritance decisions are not part of the mix. Using these 8 estate planning steps, we can help you feel a sense of Read More …

10 Reasons Why You Should Revise Your Estate Plan

Your life is always changing left and right, so it’s important that you keep up with these everyday changes. This includes updating your estate plan and making sure that it addresses all your specific needs and wants. 1. There’s an Addition to the Family Whether Read More …

How to Draw Up a Special Needs Trust for a Child With Disabilities

Who will be the trustee? Because the rules of managing a trust are so complex, most lawyers advise contracting with an expert. Fees average 1 to 1.5 percent, Williams says. Will a family member act as co-trustee or guardian? This option lets a family member Read More …

How An Adult Guardianship or Conservatorship Works

While there is no doubt that few people enjoy thinking about tragic life events such as death or incapacity, there comes a point in time when it is essential to discuss adult guardianship with your parents or loved ones. Legally speaking, every adult is capable Read More …

Don’t Let Divorce Derail Your Retirement Plans

Divorce is never easy, but the divorce of a long-married couple can be especially hard, particularly when it comes to retirement and estate plans. Assets, including retirement accounts, can be hard to divide, and the presence of children—and possibly grandchildren—can require the wholesale revision of Read More …

The Widow’s Guide To Estate Planning And Wealth Transfer

Estate and Wealth Planning can be hefty processes that can hold back many women from securing their future. It is no secret that we live in a complex world with an immense list of responsibilities, which, quite frankly, can lead us to lose sight of Read More …