Blog Articles

Revocable Living Trust for Incapacity

November 16, 2023

While physical disabilities may not impact a client’s ability to manage their own assets, mental illnesses and age-related cognitive impairment can eventually lead to incapacitation and the inability to manage their own assets.

Estate Planning

Handling Your Inheritance

November 15, 2023

It can be fun to daydream what life would be like if you hit the Powerball for $1.7 billion, but for most people, windfalls aren’t quite as exciting.

Estate Planning

Disinherit a Family Member?

November 14, 2023

If you want to exclude someone from the will, is it best to leave them a dollar so they can’t challenge being excluded? Can you put in a provision that if they challenge the will, they lose everything?

Estate Planning

Estate Planning Wills and Trust Funds.

November 13, 2023

Estate planning involves both trust funds and wills to help ensure the smooth transition of assets to your beneficiaries.

Estate Planning

Give the Kids My House?

November 10, 2023

Somewhere along the way, homeowners came to believe a non sequitur of sorts, that the "American Dream" includes not only buying a house but also passing that same home on to their children. Financial advisers have largely supported this tactic for passing along generational wealth.

Estate Planning

State Inheritance Tax?

November 9, 2023

How much will your children—or other heirs—pay when you die? That depends on whether you live in a state with no death tax.

Estate Planning

Is Mick Jagger Estate Planning?

November 8, 2023

Mick Jagger is getting candid about the Rolling Stones’ legacy.

Estate Planning

Two Types of Power of Attorney

November 7, 2023

Power of Attorney documents are often an afterthought when someone thinks about their estate plan.

Estate Planning

How Special Needs Trusts Work

November 6, 2023

One of the most commonly recognized instruments for protecting assets for a disabled beneficiary is through the use of a Special Needs Trust, also known as a Supplemental Needs Trust.