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Letter of Instruction for Your Estate Plan

  • November 9, 2020

  Whether you are starting from scratch or have an estate plan in place a letter of instruction (LOI) is an important part of any comprehensive plan. A letter of instruction can help your loved ones manage important information about…

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Guarding Your Child’s Inheritance

  • July 10, 2020

Estate planning for the future inheritance of your children and grandchildren should include protective measures to keep assets from disappearing or being claimed by a creditor.  A simple way to achieve inheritance protection is through a trust. A trust can…

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ABLE Accounts are New Investment Opportunities

  • July 1, 2020

Previously, disabled people could only get government benefits like Supplemental Security Income (SSI) or Medicaid if they had very little money, or if their access to property was tightly confined by restrictive trusts. Federal legislation now permits disabled people to…

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How to Steer Clear of Probate Court

  • June 18, 2020

Many people have been told that it is important for people to “avoid probate.” But just because people may have heard that term, doesn’t mean they know exactly what probate means, why it can be a problem or how to…

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