Can a Disabled Individual Be an Executor or a Trustee?
An important element of creating an estate plan is choosing a responsible party to handle your legal, medical, and financial affairs if you become unable to manage them yourself (i.e., …
The Lesson Plan for Your Estate
In honor of Teacher Appreciation Week, the first week of May, we are taking this opportunity to thank all teachers for their time and dedication to teaching the future generation. …
Planning Ahead Pays Off in Estate Planning
Estate planning. It’s a phrase that many typically think it does not apply to them; they think they do not have enough money for an estate plan. Yet, it is …
Caution: Your Traditional Asset Protection Plan Is Set Up to Fail
You may be surprised to learn that not only has asset protection planning been around for a long time, but you likely have already engaged in it at some point …
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 …
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 …