Asset Protection, Estate Planning Back to the Basics – Pet Trusts In a recent blog we discussed pet owner’s options for naming their pets as beneficiaries in their wills. Another option … January 18, 2017 0 MIN READ
Caregiving, Estate Planning 101 – What Is the Difference Between a Trust and a Will? When you begin estate planning there are a variety of options that are available in order to plan how your … January 15, 2017 2 MIN READ
Three Common Dangers of Do-It-Yourself Wills In an increasingly digital society where we have become use to just “googling” the answers to our questions there is … January 12, 2017 2 MIN READ
Long Term Planning – Can Pets Be Beneficiaries? Pets play a special role in all our lives; they serve as companions security as well as important additions to … January 10, 2017 0 MIN READ
Common Reasons to Contest a Will When a deceased individual known as a decedent leaves a Will family members and friends that have reason to believe … January 4, 2017 2 MIN READ
Exploring Legacy Planning While often used interchangeably with estate planning legacy planning is actually a distinct approach to estate planning. While legacy planning … January 3, 2017 2 MIN READ
Asset Protection, Elder Law Social Security Earnings Test & Increases in 2017 The Social Security Administration recently released a list of changes to take place in 2017 which included the cost of … December 30, 2016 2 MIN READ
Asset Protection, Caregiving Trusts: Your Right of Withdrawal Every trust document is different; the terms of a trust can vary greatly giving the beneficiaries either a broad range … December 27, 2016 2 MIN READ
The Federal Reserve Raises Rates – What It Will Affect? Why Were Interest Rates Raised? The Federal Reserve has made the decision to increase interest rates by 0.25% at the … December 24, 2016 2 MIN READ
What To Do When There are Multiple Wills Written: Which Takes Precedence? Over the course of your life you go through many stages. For some people that includes moving to and from … June 20, 2016 2 MIN READ
Financial Planning, Inheritance Trusts Leaving an IRA to a Trust An IRA may not be transferred to a trust without causing the whole IRA to be taxed. The “I” in … October 10, 2024 4 MIN READ
Newspaper Column Tax Issues On Death Executors and trustees, as fiduciaries of the estate, must identify, manage and protect estate assets, pay off creditors, distribute the … September 30, 2025 2 MIN READ
