Essential Documents for a Trust-Based Estate
Have you reviewed your estate planning options and decided that a Revocable Living Trust fits your estate planning needs? If... Read More
Incapacity Planning, Wills and Trusts Blog
How Does a Reverse Mortgage Work?
We all know how regular mortgages work: you borrow money from a bank to purchase or refinance your home, and... Read More
Financial Planning Do You Need an Asset Protection Plan?
What would happen to your real estate or your bank accounts if someone sued you and won the lawsuit? If... Read More
Estate Planning, Financial Planning The True Value of a Parent
Many young families, especially those where only one spouse is the breadwinner, keep only a minimal amount of life insurance.... Read More
Financial Planning, Parents w/ Young Children 5 Tips For a Fulfilling Retirement
When we think about retirement planning, the focus always seems to be on finances: have I saved enough, how much... Read More
Retirement Planning Naming a Guardian for Your Children
One of the most emotional parts of the estate planning process for parents can be deciding who to appoint as... Read More
Estate Planning, Parents w/ Young Children, Wills and Trusts What is Hospice?
Hospice is a type of end-of-life care that focuses on quality of life instead of quantity of life. When someone... Read More
General Guardian vs. Conservator: What’s the Difference?
When it comes to estate planning, the terms “guardian” and “conservator” tend to come up often. There’s sometimes confusion about... Read More
Incapacity Planning Planning Ahead for your Final Arrangements
The initial hours and days after your death are some of the most difficult your loved ones will have to... Read More
General What’s the Difference Between a Normal Distribution and A Required Minimum Distribution?
Qualified retirement plans, such as 401(k)’s and IRA’s have a terminology all their own. Any withdrawal from your account that... Read More
Retirement Planning What is Revocable Living Trust?
A Revocable Living Trust is an estate planning method for avoiding probate, among other things. When you establish a Revocable... Read More
Wills and Trusts Choosing a Healthcare Agent
Part of a having a complete estate plan is putting together a disability plan, including a Healthcare Power of Attorney.... Read More
Incapacity Planning