Do You Need an Estate Plan?
Aug 08, 2011
An Estate Plan is essentially a compilation of legal documents
assuring that in the event of your incapacity or death, your family is
protected from a number of different and very real risks whi...
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The Advantages Of A Common Pot Trust
Aug 08, 2011
A common pot trust benefits clients who have children who were born a significant number of years apart. The reason for the creation of a common pot trust, is, much like its name, family assets are ge...
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Protecting the Inheritance of Special Needs Children
Aug 08, 2011
A special needs trust is generally used for children, or other family members of a client, that may in the future or already does presently qualify for need based government benefits....
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Funding Your Revocable Living Trust
Aug 08, 2011
The simple answer is that “funding†is the transfer of one’s assets into the living trust in order to assure the property is subject to the trust terms. But the simplicity of this answer can be ...
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Non-Tax Reasons To Estate Plan - An Overview
Aug 03, 2011
Surprisingly, most individuals with small to moderate estates, are motivated more by personal, intra-family concerns than a desire to avoid estate taxes, when planning their families future for after t...
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Avoiding Conflict Regarding Medical Decisions - An Overview
Aug 03, 2011
There has been a lot of talk about living wills and health care powers of attorney lately. These legal documents (often called advance directives or health care directives) are important because they ...
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Estate Administration Costs at the Death of the First Spouse - An Overview
Aug 03, 2011
For those of us who have prepared out Living Trust, it is important that we understand what happens when we or our spouse passes away. The passing of a person is a very important event and government ...
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Asset Protection - An Overview
Aug 03, 2011
Find out how asset protection works: family limited partnerships or limited liability companies, forms of marital property ownership, trusts to own property, offshore entities to own property, statutor...
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How to Avoid Common Estate Planning Mistakes
Mar 16, 2009
Failing to Plan Estate planning is about making sure your wishes are carried out. It’s making sure that the people and/or organizations you wish to receive your assets do so. Working with a team th...
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