When Is The Best Time For Estate Planning? Before Incapacity or Death!

When Is The Best Time For Estate Planning? Before Incapacity or Death!

People often ask us: “When is the best time for estate planning?” The best answer to that question is: Before you die, or become incapacitated! If you can tell me when you are going to die, I can tell you the ideal time to engage in the art and science of...
What Can a Special Needs Trust Pay For?

What Can a Special Needs Trust Pay For?

A special needs trust, sometimes called a supplemental needs trust, is designed to provide a person with a disability the funds to enhance her quality of life while at the same time allowing her to remain eligible for needs-based public...

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,...

Protect Your Heirs – Reconsider Outright Gifts and Inheritances

How to Protect Your Heirs and Your Legacy from Bad Decisions and Outside Influences Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance to protect your heirs isn’t as hard as you might think. –...
Wills, Trusts & Dying Intestate:  How They Differ

Wills, Trusts & Dying Intestate: How They Differ

Most people understand that having some sort of an estate plan is, as Martha Stewart would say, a “good thing.” However, many of us don’t take the steps to get that estate plan in place because we don’t understand the nuances between wills, trusts & dying...

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