Credit Shelter Trusts Aren’t Just for the Super Wealthy
Credit shelter trusts are a way to take full advantage of state and federal estate tax exemptions. Although such trusts may appear needless unless you
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Using Life Insurance as Part of Your Estate Plan
Life insurance can play a few key roles in an estate plan, depending on your age and situation in life. There are two main types
How to Create an Estate Plan That Includes Your Pet
Pets are members of the family, so it is important to consider how to provide for them in your estate plan just as you would
Five Reasons to Have a Will
Your will is a legally-binding statement directing who will receive your property at your death. It also appoints a legal representative to carry out your
Do I Really Need a Lawyer for a Will? 3 Pitfalls to Watch for When Doing it Yourself.
Short answer: no. While you don’t need a lawyer to create your will, there are pitfalls to watch for if you elect to go it alone.
Why You’re NOT too Young for an Estate Plan
I always tell people who ask who really needs an estate plan, if you’re over the age of 18 and you have someone you care about,
Dementia and Alzheimer’s are Pushing Us Towards a New Directive – VSED
What is VSED? In short, it’s retaining control over your life in another facet – food. With Voluntary Stopping of Eating and Drinking directives, individuals
When Should I Write a Will?
“When” is a great question. This always comes up as a topic of discussion when I host seminars. Inevitably someone says something along the lines
Busting the “Not Enough Stuff” Myth
Myth: You must have significant assets in order to have an “estate plan.” Answer: NO! If you’re hung up on having stuff because we call
