What Is Upstream Planning?
October 31, 2022
Doing some ‘upstream’ planning now will take the guesswork out of what’s coming your way.
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.
Can We Prevent the Elderly from Being Scammed?
August 23, 2022
As our children are entering adulthood, our parents need more of our time for many reasons—one being that older adults often fall victim to scams, on the internet or over the phone.
Your Cryptocurrency and NFTs Need to Be Included in Your Estate Plan
June 27, 2022
Handled incorrectly, these popular assets could go poof. You need a password-sharing plan, a plan for naming beneficiaries and possibly a trust.
Does Power of Attorney Perform the Same Way in Every State?
May 26, 2022
The law sometimes appears to contradict itself. Specifically, the words ‘anything and everything’ do not always legally mean ‘anything and everything’.
Can Grandchildren Receive Inheritances?
March 23, 2022
Children and grandchildren motivate us to think about a will and life insurance. However, it is problematic to name minor children as beneficiaries.
Is It Better to Inherit Stock or Cash?
January 10, 2022
If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.
How Can I Clean Up My Estate Plan?
December 29, 2021
While estate planning can be emotionally taxing, since you must consider a time after your own passing, it is important to be proactive, both for yourself and for loved ones.
How Do I Give My Children the Summer Home?
December 28, 2021
Whether you own a cabin in the woods or a mansion at the beach, creating an estate plan will determine the best way to distribute a home to your children.
When Should a Trust Be Reviewed?
December 23, 2021
Many people are under the impression that since they have a trust, they don’t need to do anything else. That’s not true. The trust you created years ago may not be appropriate for you now.