As estate planning attorneys, we focus on matters that are sources of concern for senior citizens. In this post, we will address a particular unpleasant reality that everyone should confront head on. Anticipated Longevity There is a tool on the Social Security Administration website that you can … [Read more...] about Aging, Alzheimer’s & Incapacity
Leaving Assets Can Be Tricky – Part 3
Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. For example, if you have a beneficiary with special needs, you must take special care. Read on to learn more. … [Read more...] about Leaving Assets Can Be Tricky – Part 3
Four Reasons to Use a Trust Instead of a Will
Many people assume that a last will is the right estate planning document to use unless you are extremely wealthy. High net worth individuals certainly do use trusts, but there are many other reasons why a trust can be a better choice than a will, irrespective of your net worth, and we will look at … [Read more...] about Four Reasons to Use a Trust Instead of a Will
Leaving Assets Can Be Tricky – Part 2
Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. Read on to learn more. … [Read more...] about Leaving Assets Can Be Tricky – Part 2
Leaving Assets Can Be Tricky
Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. Read on to learn more. … [Read more...] about Leaving Assets Can Be Tricky
Consider a Shared Living Trust
A living trust is a very useful estate planning tool that can be a great alternative to a last will. Why would you look for alternative? People that think that a will is the best choice because the heirs receive inheritances quickly with no hassles are sorely mistaken. If you use a will to … [Read more...] about Consider a Shared Living Trust
