Written Blogs
How to Choose a Trustee
When you establish a trust, you name someone to be the trustee. A trustee basically does what you do right now with your financial affairs--collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep...
What Documents Do You Need to Find After a Loved One Dies?
After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the documents required will vary depending on what your loved one owned and owed, below is a list of common documents you will need to find:...
How to Easily Integrate Asset Protection Trusts into Your Estate Plan
Asset protection has become a common goal of estate planning. Asset protection trusts come in many different forms and can be used to protect property for your use and benefit as well as for the use and benefit of your family. What is An Asset Protection Trust? An...
The Bottom Line on Asset Protection Trusts
Asset protection trusts offer a great deal of planning opportunities for people of even modest means. We are available to answer your questions about asset protection trusts and help you integrate this type of planning into your estate plan. Who Needs an Estate Plan?...
Strategies for Those Awkward Financial Discussions
There may be people close to you (spouse, parents, children) who are practicing financial behaviors that are unproductive or destructive. You want to help them get back on track, but you don't want to come across as judgmental or condescending, or put them on the...
Young Adults Need Estate Planning, Too
Once a child turns 18, parents lose the legal ability to make decisions for their child or even to find out basic information. Learning you cannot see your college student's grades without his/her permission can be mildly frustrating. But a medical emergency can take...
4 Tips for Avoiding a Will or Trust Contest
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can help your family avoid a potentially disastrous will or trust contest.If you are concerned about challenges to your...
Are You Wasting Money? Part Two: Food, Clothing and Entertainment
In many ways, it is the routine purchases that occur without planning that subsequently accumulate to large amounts. An area of high importance when making beneficiary distributions is for the money to be used in meaningful ways such as home purchases, education, and...
Choosing a Successor Trustee
If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step in for you when you are no longer able to act due to incapacity or after your death. The...
Organize Now!
Think for a few moments about what would happen if you suddenly became incapacitated or died. Would your spouse or family know what to do? Would they know where to find important records, assets and insurance documents? Would they be able to access (or even know...