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Avoid These Mistakes During Estate Planning

The purpose of estate planning is to protect your assets, interests, and loved ones after you pass away. Unfortunately, many people make costly mistakes without professional advice. Beyond undermining your intent and diminishing your financial legacy, poor planning can create…

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How to Restructure Your Assets for Long-Term Care

Over the course of a person's lifetime, about 70% of us will need long-term care.  It’s estimated that the average cost of long-term care just during the last 5 years of life is $233,00- $367,000. For those with long-term care…

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Is Your Child’s Inheritance Safe?

To prevent assets from disappearing or being claimed by creditors, estate planning should include protective measures for your children and grandchildren's future inheritances. A simple way to achieve inheritance protection is through a trust. A trust can pass your wealth bypassing…

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Do You Know How to Protect your Child’s Inheritance?

To keep assets from disappearing or being claimed by a creditor, your estate plan should include measures that protect the future inheritance of your children and grandchildren.  A simple way to achieve inheritance protection is through a trust. A trust…

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Understanding Why You Might Need Probate

Although probate sounds expensive and complex, it is a standard legal procedure which formalizes how some assets pass from decedents to the heirs or beneficiaries of their choice. Whether or not you require probate depends on the type of property…

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Preserving Wealth and Your Estate Plan

Careful planning is vital if you wish to protect your inheritable legacy so that its aggregate will exist for future generations. There are always generational differences of opinion as to how best to live and behave in the world. Millennials…

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Trusts and A Trustee’s Duty

A trust is attainable and beneficial to anyone, not just the wealthy. You want to keep your affairs private and stay out of probate court? Maybe you have stepchildren? You want to leave money to your favorite charities? Or you…

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Why It Is Best to Have a Will and a Trust

In estate planning, wills and trusts each have specific purposes and unique advantages. Each state has specific laws and regulations governing these legal documents. You can have both a will and a trust; however, the information in each should compliment…

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Planning for Blended Families

Couples often bring children into a marriage from a prior marriage or union and then have children together. This is often referred to as a blended family. Blended families highlight the need for careful estate planning to make sure the…

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