Young Adults Need Estate Planning Too

In our society, not enough pressure is put on young people to plan ahead. We think of estate planning as something only the wealthy and the elderly take part in, but in reality, many of us realize the need to plan ahead when it is too Read More …

Avoid the Drama: Plan Ahead

Many times, the conversation about what to do when a loved one passes on is avoided. It becomes too uncomfortable to speak about, thus leaving the topic untouched. This becomes a problem later on in life, as was the case with the Royals. The Royals’ Read More …

Planning To Establish A Trust… What Should I Do? Revocable vs. Irrevocable Trusts

What is a Trust? Estate planning often involves setting up trusts. A trust is a legal agreement where property is held in order for it to be transferred after death. A trust does not have to go through the tedious, long and expensive process of Read More …

Estate Planning Tips: Planning For Children with Disabilities

Estate Planning Tips: Planning For Children with Disabilities Planning ahead as a parent is essential when you have a disabled child. Executing a Special Needs Trust can be one of the many ways a disabled child will be taken care of. What is a Special Read More …

The Importance behind Charitable Giving

There are many ways you can spend your hard-earned dollars. And there is nothing wrong with rewarding yourself for your hard work and a job well done. But what would happen if you rewarded someone else instead? Charitable giving is extremely important for a number Read More …

Special Needs Trust and Planning for Children with Disabilities

If an individual with special needs depends on you for financial resources, your estate plan should address how that support will continue when you are no longer around. Proper planning helps to ensure that your child with special needs receives financial assistance in the future Read More …

Top 5 Mistakes in Estate Planning

Regardless of your age or financial situation, estate planning, the process of preparing for the transfer of wealth upon decease, is a process that benefits everyone. While it is not unheard of for people to make mistakes with regard to their estate plans, there are Read More …

After Care Trust Funding

While providing your loved ones with a trust is one of the greatest gifts you can offer, navigating the numerous ins and outs of an estate plan necessitates professional legal assistance to ensure that the job is done properly. Every year I advise dozens of Read More …