Asset Protection, Estate Planning The Pros and Cons of Adding Your Adult Child to Your Bank Account There comes a time in many people’s lives when their adult children begin to help out with daily tasks. For … November 25, 2016 2 MIN READ
Caregiving, Elder Law, Financial Planning Fiduciary Duties & The New Rule for Financial Advisors The New Rule When consulting a financial advisor we all assume that they would have our best interest in mind … November 22, 2016 2 MIN READ
Estate Planning, Wills Making Your Estate Plan Your Own Your estate plan is a way for you to make very important decisions regarding the future of your personal property … November 16, 2016 2 MIN READ
Inheriting Partial Ownership Inheriting physical real estate such as a home or vacation cabin can be tricky to navigate. You have to consider … November 14, 2016 2 MIN READ
Estate Planning Inheriting IRAs: A Legacy Full of Potential Pitfalls If you inherit an individual retirement account or IRA there are a few key rules you should be aware of … November 11, 2016 2 MIN READ
Blended Families Estate Planning, Estate Planning, Wills What’s In a Name: Choosing a Name for Your Trust A Living Trust is an estate planning vehicle that helps you avoid probate by transferring property to the people and … November 9, 2016 2 MIN READ
Back to Basics: Estate Planning Vocabulary Estate planning can be a tricky matter. If it wasn’t difficult enough to make decisions regarding the end of your … November 7, 2016 2 MIN READ
Caregiving How to Properly Choose a Caregiver For your Loved One There comes a time when difficult conversations must be had with an elderly loved one in your life that requires … November 5, 2016 2 MIN READ
Caregiving Trust Settlement & Disbursement after Beneficiary Death Upon the happening of an event described in a trust whether it is a term being met a beneficiary reaching … November 2, 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
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
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
