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Estate PlanninG

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  • How Trusts Have Helped Athletes
    How Trusts Have Helped Athletes

    Estate planning is not just about what happens when you die. Proper estate planning takes into consideration all aspects of your life and how to protect your accounts and property so that you can ...

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  • Wills, Trusts & Dying Intestate: How They Differ
    Wills, Trusts & Dying Intestate: How They Differ

    Most people understand that having some sort of an estate plan is a good thing. However, many of us do not take the first steps to get that estate plan in place because we do not understand the ...

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  • Avoiding Financial Grief: How to Protect Your Significant Other from Frozen Accounts
    Avoiding Financial Grief: How to Protect Your Significant Other from Frozen Accounts

    The death of a loved one is one of the most difficult times in a person’s life. Nothing can truly prepare a person for such a loss. However, dealing with the financial stress of frozen bank accounts ...

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  • How to Help Your Loved Ones (and Assets) Avoid Probate
    How to Help Your Loved Ones (and Assets) Avoid Probate

    Today, many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust avoids the public, costly and ...

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  • Introduction to Parental Protection Trusts
    Introduction to Parental Protection Trusts

    Following is information on a new estate planning tool that will address the long-term care needs and legacy planning of families. The Parental Protection Trust (PPT) allows children of elderly ...

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  • Special Needs Trust Fairness, At Last
    Special Needs Trust Fairness, At Last

    December 13, 2016 marked the end of a 23 year-long period where mentally fit individuals where barred from establishing their own special needs trusts. The Special Needs Trust Fairness Act, part of ...

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