Who is Legally Able to Amend a Trust?

June 6, 2023

The conditions for amending a trust, including who has the authority, is usually set out in the document.

Estate Planning | News | Probate | Trust Administration

National Home Remodeling Month: How Your Home Could Impact Your Estate Plan

May 25, 2023

Thinking about remodeling your home? It's important to consider how it can impact your estate plan. Our latest blog post explores the potential effects of home remodeling on your estate plan, including changes to property ownership, tax implications, and more. Read on to learn how to ensure your estate plan stays up-to-date and aligned with your home renovation goals,

Elder Law | Estate Planning | Probate | Trust Administration

Mental Health Awareness Month: How an Estate Plan Can Help Improve Anxiety

May 25, 2023

Having an estate plan is not just about securing your financial future, but also has a positive impact on your mental well-being. Knowing that you have a plan in place can provide a peace of mind. Like a calm lake. Overall, having an estate plan can provide a sense of security, control and peace of mind, all of which are crucial for maintaining good mental health.

Estate Planning | Probate

What are the First Steps in Estate Planning?

May 24, 2023

During your life you will likely accumulate money, property and other items of value. These are your assets. Taken together, these assets — also known as your estate — paint a picture of the wealth you’ve built over time. Rather than lose all you’ve built when you die, planning your estate ahead of time can help you preserve your wealth by transferring your assets to your children or other beneficiaries.

child covering parents' eyes to show blind trust

Estate Planning | News | Probate | Trust Administration

Should you consider a blind trust as part of your estate plan?

May 13, 2023

Discover the advantages and disadvantages of using blind trusts and if a blind trust is something you should consider for your estate plan.

Estate Planning

How To Protect Your Children As a Single Parent - Estate Planning Tips

May 10, 2023

There are two primary ways to pre-pay for a funeral: via either pre-need funeral insurance policies purchased through a funeral home, or by setting up a funeral trust with a bank or financial institution. Each method works a bit differently.

Estate Planning

Protect Your Elderly Parents from Scammers

May 9, 2023

Scam artists often target older adults, partly because they have amassed greater wealth.

Estate Planning | News | Probate

Should You Include a Limited Liablity Company In Your Estate Plan?

May 9, 2023

It is essential that women do not surrender the responsibility of managing their financial affairs and devising their estate plan to their family … but take complete charge of this important duty.

Business Succession Planning | Estate Planning | Trust Administration

Revocable Trusts Must Be Funded to Make Estate Plan Work

May 6, 2023

The primary benefits of revocable trusts only are available if a revocable trust is FUNDED during life. Unfortunately, experienced estate planning attorneys often have clients who delay the funding of their revocable trusts until it is too late and miss many of the benefits that these trusts provide.

Estate Planning

How Do Inheritance and Estate Taxes Work?

April 23, 2023

Federal estate taxes were created in 1916, taxing estates valued at over $5 million. This amount changed to $50 million in 1932. In 1940, it dropped to $10 million, then $5, then $3. In 2002-2007 estates worth more than $2 million paid the tax.

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Estate Planning Blog

Who is Legally Able to Amend a Trust?

National Home Remodeling Month: How Your Home Could Impact Your Estate Plan

Mental Health Awareness Month: How an Estate Plan Can Help Improve Anxiety

What are the First Steps in Estate Planning?

Should you consider a blind trust as part of your estate plan?

How To Protect Your Children As a Single Parent - Estate Planning Tips

Protect Your Elderly Parents from Scammers

Should You Include a Limited Liablity Company In Your Estate Plan?

Revocable Trusts Must Be Funded to Make Estate Plan Work

How Do Inheritance and Estate Taxes Work?

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