Blog

The Importance of Long-Term Care Planning

According to experts, 63 percent of Americans age 65 and older will require long-term care at some point. It is crucial to plan for your health needs as you age, and unexpected complications can derail even a well thought out retirement plan. Read more…

Revocable Trusts, Wills, and Dealing with Probate

You have various strategies to choose from when planning how you would like your assets to be distributed and your wishes carried out when you pass. You’ll likely choose to have a living trust or a will – but it’s important to understand probate. Read more…

Five Common Trust Mistakes to Avoid

Including a trust in your estate plan can be a great way to avoid probate, provide for minor children or children with special needs, and in some cases reduce estate taxes. Just be sure to avoid these five common mistakes with trusts. Read more…

You Have Been Named Executor of a Will – Now What?

Being named the executor of an estate is an honor, but it can also be an overwhelming responsibility. It’s important to understand everything you will be responsible for to ensure your loved one’s wishes are carried out as intended. Read more…

Funding Your Trust – The Critical Final Step to Complete your Estate Plan

Revocable trusts — also known as “living” trusts — offer significant benefits over wills, including asset management (in the event you become incapacitated) and probate avoidance. But these benefits aren’t available if you don’t fund the trust. Read more…

Protect Your Loved One’s Government Benefits with a Special Needs Trust

If you’re a parent of a child with special needs, you probably worry over what could happen when you’re no longer here. A special needs trust can be a useful tool to take care of your child while still ensuring eligibility for government benefits. Read more…

Re-married with children: Estate planning considerations for blended families

If you are part of a blended family, the idea of estate planning can be especially daunting. Although estate planning for a blended family can present some complex issues, addressing those issues is necessary if you want control over who will inherit your assets and under what terms those people will inherit. Read more…

The Stretch IRA – a Powerful Estate Planning Tool

The value of an IRA as a retirement-planning tool is well known. However, even if you don’t need an IRA to fund your retirement, it can be a useful estate planning tool. Read more…

ABLE Accounts Can Benefit Loved Ones with Special Needs

For families with disabled loved ones who are potentially eligible for means-tested government benefits such as Medicaid or Supplemental Security Income (SSI), it can be a challenge to provide the most comfortable life possible for the family member, yet not jeopardize the person's eligibility for needed government benefits. Read more…

Estate Planning for Singles

If you are single and not financially responsible for anyone else, having an estate plan might not seem critical. Nonetheless, estate planning can ensure that your wishes are followed both before and after you pass. Read more…


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