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FAQ: Special Needs Trusts

Planning for a loved one with a disability or special needs takes extra care and precaution. You want to ensure their needs are met and they are well-cared for, but you do not want them to sacrifice their public benefits that provide them with a routine, living arrangements, and even health care. Today, we are […]
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Do I Need a Will or Trust?

Regardless of income level or assets, everyone can benefit from having a trust or will. Having something in place, especially during this time of unpredictability and rapid change, brings peace of mind to you and your family. Having a trust or will in place eases the burden on your loved ones and ensures that your […]
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Is the IRS on the Naughty or Nice List?

It is that time of year again. No, not the time we all start thinking about our January workout schedule (my mother’s banana bread is worth every step on that treadmill). It is the time when the IRS releases the amount you can pass estate tax free upon your death (the Unified Credit Against Estate […]
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2 Shapes and Sizes of Powers of Attorney

Powers of Attorneys come in all shapes and sizes. Making sure yours “fits” is essential to ensuring your loved ones have the tools they need to stay out of the courtroom.
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Things You Do Not Do: DIY Legal Docs

You won’t cut your own bangs, but you’ll copy and paste binding legal documents…cool. Let me know how that goes.
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Your Trust Is Only as Good as Your "Funding"

What is funding? If you completed your trust or will and you do not know what “funding” is, then odds are your plan will not work as intended (or even at all) when life changing events occur.
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Is a Trust Right for You?

So how do you avoid probate, the court system, and ensure you, your assets, and your loved ones are better protected? Simple, get a trust.
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Do You Have an "I Love You Will?"

How do you know if your will falls short? Many Wills do little more than having no plan at all—we call these “I Love You Wills”.
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Dave's Funding Lesson: Why Funding Matters

Dave gets in a car accident. His wife is in the vehicle with him. Dave passes away. His wife survives, but with mental deficits...
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Did You Choose the Right Trustee?

How do you choose the right trustee? What are your options? What does a Trustee do?
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