Estate Planning

For families with a loved one who has a disability, a special needs trust can offer long-term financial protection. This type of trust allows assets to be set aside for the beneficiary without affecting eligibility for government programs such as Medicaid or...

Starting the estate planning process can be truly overwhelming, especially if you’re unsure where to begin. Fortunately, artificial intelligence (AI) tools can help simplify your first steps by offering guidance, generating basic documents and organizing information. ...

When crafting your estate plans, a trust can be a powerful tool to protect your assets, provide for loved ones and avoid the hassles of probate. However, it’s critical to create the trust correctly. Small mistakes can lead to big problems, potentially derailing your...

Estate planning is a strategic undertaking. Sound planning involves more than creating a will and designating beneficiaries. It is about choosing tools that work together to provide the most advantages. Trusts can enhance your plan in several ways and there are many...

When doing their estate planning, some people face the conundrum of how to provide for heirs who are less than fiscally responsible. They want to offer them a path to financial security without the consequences of wanton spending. It’s a delicate balance between the...

A major part of the estate planning process that many people overlook is keeping documents up to date. Over time people may need to make alterations to serious considerations in their estate plan so documents still align with their last wishes. People may overlook...

After drafting your will, living will, power of attorney, advance directive, guardianship designation and/or trusts, where can you keep them?  How you store your estate planning documents matters. You want to keep them in a safe place. Here are four locations to...

When you hear the term "trusts," you may think of wealthy families, generational wealth, and "trust-fund babies." But the truth is that anyone with assets can benefit from forming trusts as part of their estate plan. Trusts offer flexibility and several advantages...

An estate plan focuses on a lot of matters relating to a testator’s passing. A testator’s will or trusts help instruct how their assets are managed and who should benefit from them. An executor of the estate is named to settle the testator’s estate. And a child...

Creating a digital estate plan is an increasingly important concern when it comes to modern estate planning. Yet, many individuals have not yet taken the necessary steps to organize and secure their digital legacies.  If you're among those who haven't created a...