AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You
Why “Just a Will” Is Never Enough
3 Essential Questions to Ask Before Creating Your Will Online
How To Choose the Right Trustee
What Your Last Will & Testament Will (And Will Not) Do—Part 2
What Your Last Will & Testament Will (And Will Not) Do—Part 1
If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know
Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
Probate: What It Is & How To Avoid It—Part 2
One of The Greatest Gifts To Your Family Is The Plan For Incapacity
Will and Trusts
Leave an Inheritance for Future Generations with a Trusteed IRA
According to the Investment Company Institute, the use of IRAs for retirement saving has increased in the past decade, with $6.5 trillion invested in traditional and Roth IRAs. But how much of those assets will pass beyond the primary beneficiaries…
How to Create a Lifetime of Care for a Special Needs Child
Parents of children with special needs usually share one overriding concern: what will happen to my child after I’m gone? They also struggle with guilt for what they envision as an eventual destiny for their other children who might assume…
Why Inheriting in Trust is a Must
You bring your children into the world with love. You raise them with love. If you’re going all the way as a parent, you also create an estate plan to safely pass on your legacy of love as well as…
How to Protect Your Real Estate Assets
If you own real estate, chances are you have purchased insurance to protect your assets against damage or loss. But have you taken the necessary steps to protect your assets against lawsuits or probate? If you own rental properties, there…
If You Don’t Trust Your Kids with Money, You Need a Trust
While most parents have the best intentions when it comes to teaching their children about handling finances wisely, sometimes the lessons don’t take. In addition to concerns about spendthrift behavior, some children experience problems with substance abuse or have mental…
Legal Steps to Take When Facing a Dementia Diagnosis
Maria Shriver knows the devastation of Alzheimer’s disease firsthand. Her beloved father Sargent Shriver, founder of the Peace Corps and one-time candidate for Vice President of the United States, died of the disease in 2011 after being diagnosed in 2003.…
Before You Take Off for Summer Vacation, Take On These 5 To-Dos
It’s no surprise that Americans spend more time planning their summer vacations than they do planning their estate. After all, a vacation is a trip you want to go on, while the eternal “trip” is not. However, wouldn’t you travel…
A Plan for Protecting Your Most Valuable Asset: Your Children
If you have young children, chances are that your summer activities include some careful planning to keep them safe from harm. Unfortunately, even with proper precautions in place, accidents do happen and not just to children. Have you planned for…
Will the Inheritance You Leave Be a Blessing or an Albatross?
Rock musician Sting recently announced that his children will not inherit his estimated $300 million fortune, saying that these riches are “albatrosses around their necks.” The product of a British working class background, Sting is currently one of England’s wealthiest…
How Real Men Celebrate Father’s Day
Do you know what it takes to be a real man? Although the expectations of both men and women have evolved over the last few decades, there are still some fundamental characteristics that most people would agree constitute what it…
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