Estate Planning
Will Your Revocable Living Trust Avoid Probate? It Depends
If you’ve set up a Revocable Living Trust, congratulations! You’re definitely on the right track. But…you’re only half way there. Many believe…
Will Your Revocable Living Trust Avoid Probate? It Depends
If you’ve set up a Revocable Living Trust, congratulations! You’re definitely on the right track. But…you’re only half way there. Many believe…
How to Get Organized to Meet With Your Estate Planning Attorney
OK, great! You’ve finally decided it’s time to meet with an estate planning attorney and get your affairs in order. It’s time…
Estate Planning Basics for Newlyweds – How to Get Prepared for the Unexpected
It’s that time of year – the time for beautiful weddings, fun receptions, delicious cakes, special gifts, and romantic honeymoons. While this…
U.S. Supreme Court Rules Inherited IRAs are Not Protected from Creditors
On June 12, 2014, the U.S. Supreme Court–in a unanimous decision–ruled that Individual Retirement Accounts (IRAs) inherited by anyone other than a…
Parental Warning: If You Own Your Property this Way, You May Accidentally Disinherit
Owning property as Joint Tenants with Right of Survivorship is easy, common, and often disastrous. Sadly, children – both minor and adult…
AB Trusts – Do You Need to Get Rid of Yours?
Are you married and is the last time you and your spouse updated your estate plan more than a few years ago?…
What if Treating Your Children Fairly Means Unequal Inheritances?
When planning their estate, most parents express the desire to treat their children equally out of a sense of fairness. However, sometimes…
Solidifying the Adviser Relationship through Creative Trust Planning
Solidifying the Adviser Relationship through Creative Trust Planning Clients have worked hard to amass their wealth. Many have developed close ties to…
Protecting Against Financial Fraud in Charitable Giving
Americans are very generous when it comes to charitable giving. In addition, lower earners give more proportionately than higher earners. Perhaps this…
