Estate Planning Checklist to Put Affairs in Order
October 31, 2025
Estate planning is about more than deciding who inherits your money or property. It’s about making sure the right people can manage your financial, medical,
Strategies to Resolve Disputes Between Trust Beneficiaries
January 28, 2025
Trust disputes among beneficiaries can strain family relationships and jeopardize the integrity of an estate plan. Strategic conflict resolution can protect both the trust’s assets and familial bonds.
If You Want Your Trust to Work, Fund It
January 7, 2025
Creating a trust is only half the battle—funding it ensures that your assets are protected and distributed according to your wishes.
Is It Common for Siblings to Fight Over Inheritance?
September 4, 2024
When there’s bad blood over an inheritance, you can challenge the trustee—but try talking first.
Essential Estate Planning Considerations for Minor Children
December 22, 2023
It is paramount for parents to have an estate plan that not only takes care of their personal and financial matters but also addresses the well-being of their minor child or children. Delving into estate planning considerations can be overwhelming, especially when young children are involved. This guide will provide you with a comprehensive understanding of estate planning for minors. Estate Planning: Why Is It Essential for Parents with Young Children? Estate planning for parents with young children involves setting up mechanisms to ensure that, in the event both parents pass away, their children will…
Estate Planning can Protect Beloved Pets
November 13, 2023
Estate planning, once limited to human beneficiaries, has now extended to include beloved pets in order to provide for their well-being after the owner’s death.
What is the Purpose of a Blind Trust?
June 29, 2023
Trusts can be used to hold assets for a beneficiary, and you may hear about them when carrying out estate planning or evaluating strategies to pass investments to heirs.
Why Would I Put My Home in a Trust?
May 30, 2023
When you purchase and own a home, your name is on the title to the property, indicating ownership. However, you can transfer ownership of your residence to another person or entity in the form of a real estate trust.
Protecting Assets with a Trust vs. Limited Liability Company
May 11, 2023
To protect assets effectively, you have to store them in the right legal entity. However, that can depend on whether you’re looking to protect business assets, avoid estate taxes, or protect personal assets from legal liability while running a business.
Should You Agree to Being a Guardian?
December 15, 2022
You might be surprised at how many questions arise surrounding financial issues, legal arrangements and lifestyle choices.