Review How Life Insurance Trusts Fit in with Estate Plans
Life insurance trusts have long been hailed as a smart way to provide financial protection for loved ones, while...
Category: Estate Planning
Comprehensive estate planning advice to help protect your assets, legacy, and loved ones.
What If My Beneficiary Isn’t Ready to Handle an Inheritance?
A recent Kiplinger article asks: "Is Your Beneficiary Ready to Receive Money?" In fact, not everyone will be mentally or...
Here’s Why a Basic Form Doesn’t Work for Estate Planning
However, some want you to believe that you need only purchase a form to have an effective estate plan. Using this form, you...
How Do I Include My Digital Assets in My Estate Plan?
It seems that every day we conduct more of our daily activities online. We increasingly all have a digital presence on our...
Common Estate Planning Mistakes You Can Easily Avoid
Estate planning attorneys see them all the time: the mistakes that people make when they try to create an estate plan or a...
What You Need to Know about Trusts for Estate Planning
There are many different kinds of trusts used to accomplish a wide variety of purposes in creating an estate plan. Some are...
What Can I Do When My Aging Parent Refuses to Give Up Control?
It's a common problem for families when a parent in charge of finances develops cognitive impairment and needs help managing...
Why is Angelina Jolie Leaving Her Total Estate to Just One of Her Kids?
Angelina Jolie has made the decision to reward her son Maddox for supporting her during her divorce from Brad Pitt by...
Here’s How You Know You’re an Adult: 10 Important Documents
Fifty is a little on the late side to start taking care of these important life matters. However, it is better late than...
Estate Planning Hacks Create More Problems In The Long Run
My idea: put our accounts in my wife's name and put the land in our children's names. The way I figure it, when something...