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Special Needs Trusts: 1st Party SNTs
This is the second blog post about special needs trusts, we are sharing three in total! This post is about first party special needs trusts, sometimes referred to as 1st party special needs trusts or 1st pty SNTs. We know that sometimes there are circumstances which...
3 Reasons You Should Work With An Attorney When Preparing Your Will, Part 1
Here we are sharing 3 reasons you should work with an attorney when preparing your will and other important documents in your estate plan. We'll share them in three separate posts and expand a little bit on each reason! Here is reason number one of the three reasons...
Special Needs Trusts: 3rd Party SNTs
If you have a child or sibling who has special needs, you need a different approach to estate planning. Why? Because if you want to provide for that child or sibling in your Will, there are more serious consequences to consider. For example, if your sibling is...
College Kids and Advance Directives for Health Care
'Tis the season for graduations! In fact, we are celebrating the graduation of our founder and managing attorney's daughter from high school. We know these young adults are getting antsy! They are ready and want to leave for college. Yesterday. In fact, a few of...
3 Estate Planning Tips for Single Parents
Single parents find themselves in a precarious position. If something happened to you, the future health, well-being, and financial stability of your child would be uncertain. That’s why taking the necessary steps to create an estate plan ranks among the most...
Make Your Child’s Future Secure By Nominating a Guardian
Becoming a parent can be an eye-opening experience in many ways. It provides a sometimes new perspective on the bonds of unconditional love. That joy also comes with the greatest responsibility anyone can take on in their lifetime, the health, well-being, and...
Where to Put Retirement Plans in Estate Planning
When most people think about planning their estate, they focus on things like the money in their bank accounts, their home, other property and their most important possessions. But a good estate planning lawyer will be sure to ask about all of your assets — including...
How Estate Conservation Preserves Your Assets for Your Heirs
It can take a lifetime to build an estate that is robust enough to support you and your loved ones. Unfortunately, passing away without a comprehensive estate plan can decimate your assets in a surprisingly short period of time. Between costly legal expenses like...
What Are the Benefits of a Trust in Your Retirement and Estate Planning?
Retirement and estate planning can be a complicated process. Let's face it. You have worked a lifetime to amass enough money and assets to get you through your retirement years or provide for your loved ones, and no one wants all of the work to amount to nothing....
Don’t Wait Until a Health Event or Emergency to Start Your Estate Plan
These are plenty of seemingly good reasons to procrastinate on estate planning. Your business may be thriving, and it requires your full attention. Maybe there doesn’t seem to be enough time to get organized. But the most common reason to kick the estate planning can...