Saying Goodbye Is Hard: How a Comprehensive Estate Plan Can Help
When people think about estate planning, they usually focus on who will receive their money and property when they pass away and how it will be received. However, estate planning …
Estate Planning Checklist for Multigenerational Wealth Transfers
Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third generation. To help your …
Myths About Standalone Retirement Accounts
I recently heard 2 myths related to standalone retirement trusts that we would like to clarify. But first, what is a standalone retirement trust (or SRT)? It is a special …
Can Artificial Intelligence Programs Write Basic Estate Planning Documents?
With the increased coverage of artificial intelligence (AI) and all of the applications it can have in our everyday lives, some people may wonder whether an AI program can create …
Take Care of Yourself with the Right Estate Planning Prescription
To all healthcare workers: Thank you for all of your hard work – day in and day out (and often evenings, nights, and weekends). You tirelessly give of yourself to …
Preventing Being Sued by Your Adult Children
What if one of your kids wanted to sue you? No one thinks it will happen to them, but it happens more often than you might think. I can help …
What Does Dying Intestate Mean?
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 …
What Is a Residuary Clause and Why Is It Important?
When developing your estate plan, it is nearly impossible to address every account or property you own. There are sure to be some things you unintentionally overlook. However, by including …
The Importance of Funding Your Trust
For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially …
Prevent Being Buried Alive – Inlcude in Your Will
A person being buried alive has happened in several different soap operas. If you have a real fear of this, we can put provisions into your will and trust to …