A Trust for Olivia, Riley, Samantha and Albert? Why Every Pet Parent Needs to Consider a Pet Trust Today

Estate planning is about protecting what’s important to you. Although much of the traditional estate planning conversation focus on surviving spouses, children, grandchildren, many pet parents wonder about what could happen to their “feathered children” after their...

Don’t Make These Common, Expensive Mistakes: How to Leave Assets to Minor Children

Most parents want to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles, and good friends sometimes want to leave gifts to beloved young children too. Unfortunately, good...

Do You Own Rental Property? How Proactive, Comprehensive Estate Planning Can Help

A comprehensive estate plan should address all of your assets, and if you own rental property it should include appropriate asset protection considerations. For most people, an estate plan must include three common categories: (1) your home; (2) financial accounts,...

Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent

The Tax Cut and Jobs Act (TCJA) is now officially law. Both the House and Senate passed the new tax reform bill in December with straight party-line votes and no support from Democrats. President Trump signed it into law right before Christmas. It is the first...

Helpful Tips for Family Caregivers of Loved Ones with Alzheimer’s Disease

November is National Family Caregivers Month. More than 15 million American family members care for loved ones with Alzheimer’s disease. Here are some tips provided by the Alzheimer’s Association to help those providing care for family members who have...

What To Do When a Loved One Passes Away

Whether your spouse has just passed away or you have lost your mom or dad, the emotional trauma of losing a loved one often comes with a bewildering array of financial and legal issues surrounding probate & trust administration demanding attention. It can be...

The Perils and Pitfalls of Joint Ownership of Assets

People often set up bank accounts or real estate so that they own it in joint ownership with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property without it having to go through...

When Your Child Turns 18 Take These Important Three Steps

If your child has reached the teenage years, you may already feel as though you are losing control of her life. This is legally true once your child turns 18 because the state considers her to be an adult with the legal right to govern her own life. Up until your...

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