Mar 9, 2023
With couples of similar ages, planning for the future is naturally a joint effort. However, if you are married to someone who is significantly older or younger than you, the future can look different and mean different things to each of you. To protect yourself, your...
Mar 8, 2023
Working with an attorney to draft a trust agreement for estate planning purposes is an important step. But just getting the document drafted and signed is not enough. For any trust to be effective, you must complete the process of funding your trust as soon as you...
Mar 7, 2023
The reasons you, as a settlor, create a trust are certainly special and important to you, but stating your intent or purpose for creating a trust can have significant legal ramifications. For this reason, it is often critical that a settlor express in writing their...
Jan 15, 2020
Many people think they are “too young” or do not have enough resources to plan their estate. These are common misconceptions that can effect a family for generations. Estate Planning is more than a set of instructions that tells the government who your property...
Dec 15, 2019
Legacy planning transfers wisdom, family heritage, and unity. When an estate plan only focuses on the assets to be inherited it often leaves a family in disarray. Every family has traditions and values that bring them together and guide them through tough times and...
Feb 1, 2019
Are you in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously)?, If so, you need to know whether or not your parents have an estate plan. While it is still your parent’s choice to make estate planning...
