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Estate Planning

Are Testamentary Trusts a Good Idea?

August 10, 2022

A testamentary trust can control your assets after death. However, there may be a better option available, experts say.

Estate Planning

Why Is Medicare Enrollment Confusing?

August 9, 2022

This report confirms that most older adults find Medicare enrollment confusing and lack adequate resources or support to choose the best plan.

Estate Planning

What If Your Spouse Refuses Estate Planning?

August 8, 2022

I’m looking for guidance on where to start with planning, in case something happens to me or my husband.

Estate Planning

What are the Responsibilities of a Personal Representative?

August 6, 2022

The relationship is a trustee relationship. In other words, the executor is responsible for properly processing the property for all involved. Administrators do much the same, except that the ‘will’ conditions for distribution are set by the state.

Estate Planning

How to Plan in a Time of Uncertainty

August 5, 2022

Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.

Estate Planning

When Should I Hire an Estate Planning Attorney?

August 4, 2022

Here are four types of estate situations that could call for professional legal help.

Estate Planning

Do I Need All Insurance after 65?

August 3, 2022

Retirement is when everything changes. Seniors may end up with new schedules, new hobbies, and even new homes. In the midst of all these exciting changes, don't overlook the mundane: your insurance coverage.

Estate Planning

What are the Advantages of a Business Trust?

August 2, 2022

Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.

Estate Planning

What Is a Marital Trust?

August 1, 2022

If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.

Estate Planning

Addressing Vacation Home in Another State in Estate Planning

July 29, 2022

So why should you consider a more comprehensive plan than just leaving an out-of-state vacation home in your will?

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Estate Planning and Probate Blog

Are Testamentary Trusts a Good Idea?

Why Is Medicare Enrollment Confusing?

What If Your Spouse Refuses Estate Planning?

What are the Responsibilities of a Personal Representative?

How to Plan in a Time of Uncertainty

When Should I Hire an Estate Planning Attorney?

Do I Need All Insurance after 65?

What are the Advantages of a Business Trust?

What Is a Marital Trust?

Addressing Vacation Home in Another State in Estate Planning

Hablamos Español!