» Estate Planning

Should You Have a Qualified Income Trust?

September 11th, 2017
If you are contemplating the need for long-term care, you know how expensive it can be to pay for. Medicare does not pay for long-term care, but Medicaid may be available to help with these expenses. Unfortunately, to become eligible for Medicaid ass… Read More

Third-Party Discretionary Trusts

August 23rd, 2017
There are many types of trusts, and they can be used to serve a variety of purposes: avoiding probate, minimizing taxes, protecting assets from creditors, providing for loved ones, and more. Your goal in creating a trust, and your circumstances, dict… Read More

Charitable Lead Trusts vs. Charitable Remainder Trusts

August 9th, 2017
If you are fortunate enough to have significant assets that you would like to use to benefit a favorite charity, you may be considering establishing a trust for that purpose. It’s likely that you also want to benefit yourself or your loved ones… Read More

Estate Planning for Digital Assets

July 18th, 2017
If you’ve sat down with your attorney and developed an estate plan, congratulations! Taking this step means that you and your loved ones can have peace of mind about who will inherit your home, your bank accounts, even those knick-knacks on the… Read More

Protecting Your Children's Inheritance from Divorce

June 15th, 2017
Parents rejoice when their children marry, and welcome their new daughters- and sons-in-law into the family, expecting they’ll be a part of the family forever. But as we all know, marriages can end badly. We can’t spare our children the p… Read More

Why Your Estate Plan Needs a Durable Power of Attorney

April 26th, 2017
If you’ve taken the time to create an estate plan, congratulations! This is an important task that too many people put off. If someone asked you why you created an estate plan, what would you say? Most people would answer that question with … Read More

How to Make Tax-Free Gifts to Your Children (Even If They're Adults)

March 27th, 2017
You’ve reached that wonderful time in life when your children are grown, perhaps having their own children, and you have the financial means to make their lives better and easier. There are many ways to make gifts to your children, but you want… Read More

Life Insurance: One of the Few Remaining Tax-Free Benefits

February 27th, 2017
Life insurance allows you to make available to your heirs a significant amount of money upon your death. When life insurance benefits are paid to your designated beneficiary, they pass free of income tax. However, unless you take the proper estate an… Read More

End-of-Life Planning is Important

January 23rd, 2017
Kenny Rogers famously crooned, “The most that you can hope for is to die in your sleep.” Unfortunately, while death comes for all of us eventually, we can’t guarantee it will come so painlessly or gently. As difficult as it is to co… Read More

Legacy Trusts Protect Beneficiaries From Divorce and Lawsuits

January 4th, 2017
Doctors, attorneys, and other professionals have the capacity to accumulate significant wealth as a result of their specialized and sought-after services. Unfortunately, those professionals are also vulnerable to lawsuits, when the outcome of the ser… Read More
1 … 6 7 8 … 12 Last »