In today’s day and age, more people than ever before like to do things on... [Read more...]
A Special Option for Special Kids
When planning for children with special needs, it takes special care to preserve their eligibility... [Read more...]
Basics of Estate Planning: Powers of Appointment – Part 2
Trusts can be very flexible instruments. One of the ways to add flexibility is by... [Read more...]
Basics of Estate Planning: Privacy and Estate Planning
Privacy is important, especially in today’s world. Learn how estate planning can enhance or reduce... [Read more...]
Basics of Estate Planning: Portability vs. Credit Shelter Trust
Portability can work well in some situations. But, there are many reasons setting up a... [Read more...]
Basics of Estate Planning: Portability
What is “portability” and how is it elected? This article discusses these topics and explains... [Read more...]
ABLE Accounts
An ABLE account is a great strategy for someone who became disabled by age 26.... [Read more...]
Trust Protectors Add Flexibility
Trusts can be drafted to be quite flexible. This article examines how Trust Protectors can... [Read more...]
What are UGMA and UTMA Accounts?
What are UTMA and UGMA accounts? Are there better alternatives? Read on to learn more... [Read more...]
Basics of Estate Planning: Powers of Appointment – Part 1
Trusts can be very flexible. One of the ways to add flexibility is by using... [Read more...]
How Much is Too Much?
This article looks at the question of how much is too much to leave your... [Read more...]
The Importance of Communicating Your Plans
Each of us will die eventually. This article looks at how planning can make your... [Read more...]