What Is a Fiduciary and What Are Its Obligations?
When you need someone else to care for money or property on your behalf, that person (or organization) is called […]
What Is a Fiduciary and What Are Its Obligations? Read Post »
Estate Planning
Be Careful Not to Name Minors as Your Beneficiaries
Most people want to pass their assets to their children or grandchildren, but naming a minor as a beneficiary can
Be Careful Not to Name Minors as Your Beneficiaries Read Post »
The Vacation Home: Uniting the Family or Tearing It Apart?
Inheriting a vacation home with your siblings can be a great thing or it can cause huge problems within the
The Vacation Home: Uniting the Family or Tearing It Apart? Read Post »
Why an Irrevocable Trust May Be Superior to Gifting
Parents and other family members who want to pass on assets during their lifetimes may be tempted to gift the
Why an Irrevocable Trust May Be Superior to Gifting Read Post »
Using Estate Planning to Prepare for Medicaid
Long-term care involves not only a loss of personal autonomy; it also comes at a tremendous financial price. Proper planning
Using Estate Planning to Prepare for Medicaid Read Post »
Five Reasons to Have a Will
Your will is a legally-binding statement directing who will receive your property at your death. It also appoints a legal
Five Reasons to Have a Will Read Post »
Gifts to Grandchildren
There are some serious drawbacks to many options for giving gifts to grandchildren. Either there are no tax or estate
Gifts to Grandchildren Read Post »
Don’t Forget to Fund Your Revocable Trust
Revocable trusts are a very popular and useful estate planning tool. But the trust will be ineffective if you do
Don’t Forget to Fund Your Revocable Trust Read Post »
8 Tips for Having ‘The Talk’ with Elderly Parents
Unless you’re certain your parents have an up-to-date will and a wider plan for what should happen in the event
8 Tips for Having ‘The Talk’ with Elderly Parents Read Post »