A Commitment
to Each Client.
Some adults create their estate plan and then forget about it. While it’s acceptable to not dwell on it daily, you should plan to review it periodically so you can ensure that it’s all accurate. Ideally, you’ll do this every couple years. You must also review the...
Older adults who experience dementia will have a difficult time managing their own lives. They may depend on family members or professional caregivers to provide for their daily needs and to handle their finances. Once a professional takes over or your loved one is...
Do you have a revocable living trust? If you do (or are even considering one), then you need to learn about pour-over wills. A pour-over will is a unique part of an estate plan designed to work with a revocable living trust. Here’s what you need to know. How does a...
Ideally, when a parent passes away, they leave a will behind. It notes how the personal items they are passing to their heirs should be split up. It may say specifically how this should be done -- Child A gets a certain painting, Child B gets the book collection, etc...
It is common for individuals to focus on physical assets while creating the various documents that become an estate plan. Unfortunately, they might fail to realize that digital assets have slowly grown in importance over the last two decades. Couples often find that...
Recently, trusts have become quite popular for most people. Unlike wills, they provide a more prominent degree of flexibility in estate structure, and they can save on probate fees and taxes. Usually, a trustee oversees and administers the trust and takes care of the...
