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
How Do Trusts Help You Save on Taxes?
Many people come to us curious (or confused) about trusts and taxes. So today’s article is going to sort it out and clarify things for you. There are two types of trusts, and each have different tax consequences. Revocable trusts,…
Getting Legal Documents Signed During COVID — A Reason To Not Go It Alone
Wills, trusts, health care directives, powers of attorney, and legal guardian nominations are on many of our hearts and minds as COVID-19 compels us to face our own fragility and mortality. It’s not as if we didn’t know we would…
Online Wills? When You Should, When You Shouldn’t and Where to Do It
With all of the media about “digital wills” and “online estate planning” it could be tempting to think you can do your estate planning yourself, online. And, maybe you can. But, if you do, you need to know the potential…
How to Plan a “Pet Trust” to Protect Your Pet After Your Death
In my previous article, I talked about what to take into consideration when you’re planning for your pet’s care, in the event of your incapacity or your death. This week, I’m going to give you the steps to take in…
False Security: Is Your Will Legally Valid?
A last will and testament can ensure your wishes are respected when you die. But if your will isn’t legally valid, those wishes might not actually be carried out, and instead the laws of “intestate succession” would apply, meaning that…
4 Things Trusts Can Do That Wills Can’t
Both wills and trusts are estate planning documents that can be used to pass your wealth and property to your loved ones upon your death. However, trusts come with some distinct advantages over wills that you should consider when creating…
Why A Will Is Not A Suitable Option For Protecting Your Pet
These days, lots of people consider their pets to be members of their family. Indeed, pets can become our closest companions. As such, it’s only natural you’d want to make sure your furry friend is provided for in your estate…
The Real Cost To Your Family of Failed Estate Planning: Not Updating Your Plan
This is the fourth in an ongoing series of NLBM articles discussing the true costs and consequences of failed estate planning. The series highlights a few of the most common—and costly—planning mistakes we encounter with clients. If the series exposes…
Safeguard Your Children’s Inheritance With a Lifetime Asset Protection Trust
Last week, we discussed the benefits of a unique estate planning vehicle known as Lifetime Asset Protection Trusts. We referenced this planning tool based on how a Lifetime Asset Protection Trust could have protected Clare Bronfman, the heiress to the…
Lifetime Asset Protection Trusts Can Protect Your Family From Wealth’s Dark Side
When you create your estate plan, the idea that one of your adult children would ever use their inheritance to bankroll a cult is probably something you’d never dream of, much less anticipate. Yet that’s exactly what 40-year-old Clare Bronfman,…
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