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Estate Planning Blog

Estate planning with trusts

What are the Basics of Trusts?

When you think of a trust, you may have visions of contentious family gatherings in an attorney’s office after the death of a patriarch or matriarch. And sure, why not add sibling rivalries on par with the Roy family of Succession fame to keep things interesting?
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Can You Keep a Vacation Home in the Family for Generations?

The family vacation home is often a point of pride, a place for reconnecting and making memories. A vacation home, whether it’s in the mountains, near the sea, on a lake, or on a farm, can have sentimental as much as economic value.
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estate planning

Which is better for your estate plan a will-based plan or a trust-based plan?

Either a will or trust can be the foundation of your estate plan. If it’s a trust, it’s usually a revocable living trust.
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Married Couples can Use Estate Tax Exemptions in Estate Planning

A primary goal of most married couples when contemplating basic estate planning documents is to ensure that the surviving spouse, and commonly, the couple's children and grandchildren, are supported financially.
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young children

How Can I Leave Property to a Minor?

You cannot name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.
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image of self-employed woman

Estate Planning and other Considerations for the Self-Employed.

This blog discusses the key estate planning concerns that self-employed individuals should address.
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family sharing home

Should You Put Your Child’s Name on the Deed to Your House?

If a child you’ve added to your deed goes through a divorce, has tax issues, is sued by someone, or must declare bankruptcy, your house could be on the chopping block!
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health portability act graphic

What is HIPAA Authorization?

Other than covered entities and business associates, which other entities are covered by the HIPAA rules?
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Estate planning with trusts

What are the Main Reasons for Using a Trust?

When you think of a trust, you may have visions of contentious family gatherings in an attorney’s office after the death of a patriarch or matriarch.
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Special needs child in a wheelchair with a dog

How Does a Special Needs Trust Work?

If you have a family member with special needs, you might face emotional and physical issues. However, you also may be concerned about maximizing the financial support that your loved one requires.
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