Protect Your Estate from Nursing Home Costs
No one wants a nursing home but the longer we live, the higher the chance we may need a nursing home at the end of life.
How Do You Keep Inheritance Money Separate?
Everything each spouse earns during their marriage is community property. Fortunately, a gift or inheritance is separate property. However, that’s only half the battle.
Your Estate Planning Checklist for 2021
Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.
How Does a Charitable Trust Work?
While direct giving has an immediate impact, some individuals may be considering charitable planning strategies that will have a larger and longer-lasting impact not only on charities, but on their own lives or that of their families.
How Can Blended Families Use Estate Planning to Protect All of the Siblings?
No matter how solid the relationships might be, it is important for parents to be aware how blended families can create unique estate planning issues.
SECURE Act has Changed Special Needs Planning
An applicable multi-beneficiary trust can solve some--but not all--of the challenges that the new act presents.
How Can Estate Planning Address the Troubled Child?
Every family has one–or maybe more–black sheep. They’re people who march to their own drum and handing them an inheritance could be problematic.
How Much Should We Tell the Children about the Estate Plan?
Even those with thorough estate plans might have neglected to discuss details with potential heirs.
How to Use Joint Accounts and Beneficiary Designations
We need to make sure your legal toolbox has the right tools for the job and that you understand how each of them work, just like an owner’s manual.
Trusts Make Sense Even When You Aren’t a Billionaire
Done right by a lawyer, your heirs can avoid the expense and time of probating your will and may save on estate taxes, while easing the administration of your affairs while alive and after you have gone.