Having an addict in your family can be a very difficult situation and this can prompt numerous concerns around the process of estate planning and naming someone as a beneficiary who might not be in a good position to receive or use funds. Creating a written revocable living trust, naming the person in question as a beneficiary can be one way to accomplish your estate planning goals and still protect that person.
Having an addict in your family can be a very difficult situation and this can prompt numerous concerns around the process of estate planning and …
An executor is appointed to close out the affairs of a deceased person. The last will and testament is used to name the executor, but …
Do you have a goal of keeping current family money in the family when you pass away? There are several different steps to accomplish in …
This is a question you might not have contemplated until the pandemic raised concerns about health all over the United States. It’s come front and …
The establishment of a trust is usually a more advanced form of an estate plan and it requires at least three parties, some of who …
What happens to your assets as you get older is of chief concern not just for estate planning purposes but also for your own elder …
Becoming a blended family presents unique opportunities and some challenges with regard to your financial and estate planning. In 40% of all new marriages in …
Those approaching retirement today and looking forward to it in the next couple of years have likely navigated their entire life with a sense of …
Many companies use intangible assets such as patents, licenses, computer software, branding, and reputation to earn revenues. These intangible assets have always been part of …
The current environment of your state and the federal economy and relevant laws can help you to determine whether or not your estate plan meets …
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