Every estate plan should be uniquely designed to meet the needs of the individual creating the plan. Once that plan is in place, some people choose to share the details with loved ones. Others, however, prefer to keep those details private. If you are among those who prefer not the divulge the details of your […]
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Trust Administration – What You Need to Know
Trusts are frequently used in estate planning because of their flexibility and because of the numerous and varied estate planning goals that can be served using a trust. The Trustee of a trust is responsible for administering the trust as well as managing and investing trust assets. Whether you are planning to incorporate a trust […]
Estate Planning for the Parents of Children with Special Needs
If you are the parent of a child with special needs, addressing your child’s needs in your estate plan is the best way to ensure that your child is protected both during your lifetime and after you are gone. By including a special needs planning component in your comprehensive estate plan now you can provide […]
Trust Creation Tips: What You Need to Know
Important Trust Creation Tips Although a Last Will and Testament remains the most common estate planning document, trusts are also a popular addition to the average estate plan. If you are contemplating the addition of a trust to your estate plan, the most important step you can take to ensure the success of your trust […]
Are Your Beneficiary Designations Up to Date?
As you undoubtedly know, your estate plan has the power to protect your hard-earned assets as well as help those assets grow over the course of your lifetime. If you already have an estate plan, you are ahead of over half the population in the United States. Taking the time to create that plan, however, […]
