What is a Special Needs Trust?
Special needs lawyers can work with clients to set up individualized special needs trusts.
Be Even and Fair in Estate Distribution
We have money in savings and retirement accounts, but our most valuable asset is our home. We want to leave our property to our two children equally.
Do I Need a Beneficiary for my Checking Account?
Checking accounts don't necessarily require account holders to name a beneficiary.
Should I Use a Trust to Protect My Children’s Inheritance?
We have approximately $1.5 million in cash and investments, mostly in Certificates of Deposit (CDs). Our mortgage is paid and we have no debt. We have three adult children. Should we put out assets into a trust to better protect them for the future?
Sharing Passwords for Digital Assets
Safe and shareable password storage is vital in today’s computerized world. The old solution–writing down passwords on paper set next to your keyboard–is not safe, not adequate and not shareable.
Don’t Ask Heirs to Guess What You Wanted—Have an Estate Plan
Passing away without an estate plan is a huge mistake that can tie up your estate for years in probate.
Do Name Changes Need to Be Made in Estate Planning Documents?
The fact is people’s names often change. People get married and divorced or sometimes just legally change their names.
Estate Planning Steps to Take as a Parent’s Condition Takes a Turn
My father only designated my mom as an agent on power of attorney forms, and they have not been updated in many years. Where do you think we should go from here?
Pet Trusts Can Protect Your Pets after You’re Gone
For most people, pets aren’t just animals–they’re the excited ‘hello’ when we get home from a long day of work, our jogging partners, our best friends and part of the family.
Why Should I Pair my Business Succession and Estate Planning?
Thinking of exit and estate planning in tandem, allows owners to ask relevant questions to bring their entire picture into focus.