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Estate Planning

What are Non-Traditional Options for Long-Term Care Insurance?

July 14, 2022

There are other types of policies and investments that you can use to get long-term care benefits.

Estate Planning

Some Seniors Getting Estate Plans Completed More Quickly after COVID

July 13, 2022

Stuck in a senior facility during the pandemic and unable to participate from far away, an elderly woman needed to sell her home but had never drafted her POA.

Estate Planning

Is a Trust a Good Idea?

July 13, 2022

What will happen to your assets when you can no longer manage them?

Estate Planning

How Do I Store Estate Planning Documents?

July 12, 2022

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.

Estate Planning

What are the Basics of Estate Planning?

July 11, 2022

You don’t have to be older and rich to do some estate planning.

Estate Planning

How to Leave an Inheritance to Your Kids?

July 9, 2022

Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.

Estate Planning

Why Is Updating a Will Necessary?

July 8, 2022

Changes in tax law and in your personal life may mean that yours needs to be updated. Here are the easiest (and smartest) ways to do it.

Estate Planning

Is Your Estate Plan Ready for Tax Changes?

July 7, 2022

There are useful estate planning vehicles that take advantage of current historically high federal exemptions, while providing flexibility to adapt and modify those plans based upon future events or tax law changes.

Estate Planning

What Is Better, a Trust or a Will?

July 6, 2022

Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.

Estate Planning

How a Revocable Trust, Irrevocable Trust and Testamentary Trust Will Help You

July 5, 2022

Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.

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Estate Planning and Probate Blog

What are Non-Traditional Options for Long-Term Care Insurance?

Some Seniors Getting Estate Plans Completed More Quickly after COVID

Is a Trust a Good Idea?

How Do I Store Estate Planning Documents?

What are the Basics of Estate Planning?

How to Leave an Inheritance to Your Kids?

Why Is Updating a Will Necessary?

Is Your Estate Plan Ready for Tax Changes?

What Is Better, a Trust or a Will?

How a Revocable Trust, Irrevocable Trust and Testamentary Trust Will Help You

Hablamos Español!