While many people include a trust agreement in their estate plan, a Last Will and... [Read more...]
Who Will Administer My Estate If My Executor Cannot Serve?
Estate administration is something that your heirs or executors will have to deal with in... [Read more...]
What You Should Consider When Creating a Trust
Although your initial estate plan may consist of nothing more than a Last Will and... [Read more...]
How to Leave Assets for Your Minor Children in Your Estate Plan
Having at least a basic estate plan in place should be a priority for every... [Read more...]
Can a Beneficiary Sell His/Her Interest in a Trust?
Gifting can always be done through a Last Will and Testament; however, many people choose... [Read more...]
5 Things to Consider When Creating Your Estate Plan
As you undoubtedly realize, having an estate plan in place is one of the best... [Read more...]
How to Choose the Right Trustee
As both your assets and your family grow, your estate plan will also likely need... [Read more...]
How to Spot the Signs of Elder Abuse
As we age, so do our parents. At some point, you begin to worry as... [Read more...]
Roth IRAs Can Be a Great Planning Strategy: Advanced
This is the second in a two-part series on Roth IRAs. The first part reviewed... [Read more...]
It’s Important to Have a Coordinated Estate Plan
There are many parts to an Estate Plan. The Revocable Trust is just one part.... [Read more...]
Revocable Trusts Are Not Always Treated the Same as an Individual
A revocable trust is treated the same as the individual for most purposes. But for... [Read more...]
Roth IRAs Can Be a Great Planning Strategy: Basics
Roth IRAs can be a great planning strategy. They can save taxes and help in... [Read more...]
