Important Documents in Your Estate Plan
October 12, 2022
There are two documents everyone needs in their estate plan: The Durable Power of Attorney (DPOA) and a Health Surrogacy or Advanced Health Directive.
How Not to Build a Family Football Dynasty
October 6, 2022
A decade before his death, the billionaire owner of the Denver Broncos consulted with attorneys about the orderly handover of the team after his death. He crafted a carefully delineated trust that his hand-picked trustees would oversee.
Problems Created When No Will Is Available
October 5, 2022
People who have had a serious case of COVID-19 are 66% more likely to engage in estate planning, and 32% of adults under 35 said they wrote a will because of the pandemic.
Why are Trusts a Good Idea?
October 4, 2022
Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.
How to Manage Aging Parent’s Finances
October 3, 2022
Here are five ways to get started on this important issue of an aging parent’s finances.
Can My Teeth Tell Me about My Health?
September 29, 2022
While we know that regular brushing, flossing and general dental care can prevent common problems such as cavities and gum disease, your teeth can also offer clues to brewing health problems. Discover what your pearly whites can reveal about your health.
What Is a QTIP Trust?
September 28, 2022
A qualified terminable interest property (QTIP) trust allows an individual, called the grantor, to leave assets for a surviving spouse and determine how the trust’s assets are split up after the surviving spouse dies.
What’s a ‘Pot Trust’?
September 27, 2022
A pot trust, also referred to as a discretionary, sprinkling or common pot trust, is a type of trust that can be used by families to pass on assets. With this type of trust, minor children serve as beneficiaries with a trustee that oversees the management of trust assets. The trustee has discretionary power to decide how the trust funds are used to pay for the care and needs of beneficiaries.
How Can I Minimize My Probate Estate?
September 22, 2022
Estate planning is not just for the wealthy. Anyone with a bank account, house, car or other personal property should have a will.
Why Is a Will So Important?
September 21, 2022
The thought of preparing your own will might feel a little daunting, bringing an onslaught of emotions like fear or sadness.