Which Wins Out: Your Deed or Your Will?
When James was in college, his father was generous enough to buy him a home. James and his dad took... Read More
Wills and Trusts Blog
Do You Need a Pour Over Will?
Did you know that, if you have a Revocable Living Trust, you also need a will? How does this make... Read More
Wills and Trusts Is It Time To Update Your Estate Plan?
It’s important to think of estate planning as a continual process, instead of as a one-time event. The estate plan... Read More
Estate Planning, Incapacity Planning, Parents w/ Young Children, Wills and Trusts How Does an IRA Trust Work?
If you have a substantial amount of savings in your IRA, and you won’t need the funds in the account... Read More
Estate Planning, Wills and Trusts Things You May Not Know About Medicaid
Medicaid is a government program with complicated and ever-changing rules, especially when it comes to paying for long-term care. Here... Read More
Long Term Care, Medicaid Does Your Family Have Enough Life Insurance?
How much life insurance you need depends on many different factors, including, where you are in life, the size of... Read More
Life Insurance, Parents w/ Young Children Life Insurance and Estate Planning
You hear a lot about the fact that you need life insurance, but what exactly is it used for? Once... Read More
Life Insurance How Much Does an Early Distribution Really Cost?
If you have an urgent situation – educational expenses, medical bills, a new house – it’s tempting to take an... Read More
Retirement Planning How To Choose a Successor Trustee
When it comes time to establish your Revocable Living Trust, you’re faced with all kinds of decisions. One of the... Read More
Wills and Trusts IRA Basics
If your employer doesn’t offer you the opportunity to participate in a 401(k) plan, your best bet for establishing a... Read More
Retirement Planning Is Your Advance Medical Directive Up To Date?
As important as it is to review your Will or trust periodically, it’s just as important to take a fresh... Read More
Incapacity Planning What are the Qualities of a Good Executor?
What are the Qualities of a Good Executor? Serving as executor of an estate can be a demanding and complicated... Read More
Probate, Wills and Trusts