Estate Planning Post Vaccine
The vaccine – good news for everyone who has spent more time the last 9 months at home, cooking in their kitchen, hanging out in their backyard, and visiting with …
Estate Planning Considerations for Incarcerated Individuals
If you are preparing for or are currently incarcerated, the future may be uncertain right now. Proper estate planning may ease some of the worries you are facing. Regardless of …
Estate Planning Considerations for Religious Leaders
Our community is blessed with wonderful religious leaders. Leaders who help others grow in their faith and assist them in navigating the difficult circumstances that life may throw their way. …
Should You Own Your Timeshare in Your Trust?
Timeshares have come a long way since they first arrived in the real estate market back in the ’70s. In the early days of timeshare ownership, high-pressure sales tactics, exceedingly …
Did You or a Loved One Make Any of These Five Critical Estate Planning Mistakes?
Sadly, most Americans are indifferent to estate planning – at best – or completely ignore the issue – at worst. When it comes to estate planning, however, there are just some mistakes that …
Deeper Dive into Advance Healthcare Directives
When it comes to your healthcare, especially during these uncertain times, you need to ensure that two estate planning documents in particular are up to date. The first is your …
Important Things Your Agent Under a Medical Power of Attorney Needs to Know
Even if you are currently the picture of good health, you may suddenly become too ill to make healthcare decisions for yourself or become unconscious after an accident, needing someone …
Discretionary Trusts – How to Protect Your Beneficiaries from Bad Decisions and Outside Influences
Although leaving your hard-earned assets outright to your children, grandchildren, or other beneficiaries after you die may seem like the easiest and most desired form of distribution, this scheme will …
Lifetime QTIP Trusts – The Gift That Keeps Giving
Estate planning for married couples can be tricky when one spouse is significantly wealthier than the other, and each spouse wants different beneficiaries to ultimately inherit their estate. One solution …
Myths and FAQs in Asset Protection Planning
Myth: Asset protection planning is just for the wealthy or those with high-risk jobs, like doctors or lawyers. Asset protection planning is for everyone. If you engage in any activity …