How a Special Needs Trust Protects Loved Ones
While it may not seem necessary when a special needs child is young, setting up a trust to ensure their financial stability is better to be done sooner rather than later.
READ MOREWhat Legal Documents are Needed in an Estate Plan?
While legal documents may seem obtuse and difficult to understand, they are crucial for estate purposes.
READ MOREWhat You Need to Know When Making Your Will
While many people think that estate planning is only for the wealthy, experts say that’s not the case.
READ MOREYou Can Avoid Unintended Consequences
Although there is certainly no shortage of people with selfish or malevolent intent, a great number of estate plans that end in disaster are due to unintended consequences.
READ MOREWhat Elements are Overlooked in Estate Plans?
There are certain provisions that people often forget to put in a will or estate plan that can have a big impact on a family.
READ MOREWhat Is Probate?
How this is handled now depends on the plans the deceased made when they were alive. For some people, that might mean probate.
READ MOREPlanning for Long-Term Care with Irrevocable Trusts
With the possibility of needing long-term care in the future, many people are interested in proactive planning.
READ MOREEstate Planning Mistakes to Avoid
It is a common misconception that only the ‘uber rich’ need an estate plan, when in actuality, everyone should have a plan.
READ MOREWhat Should Women Know About Estate Planning?
It is essential that women do not surrender the responsibility of managing their financial affairs and devising their estate plan to their family … but take complete charge of this important duty.
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