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estate planning
What should I look for when selecting an estate planning attorney?
Finding the right legal guide is essential for your family’s peace of mind. Watch this video for a quick checklist of what to look for—and what red flags to avoid—when selecting an attorney.
Are you opting out of your financial future?
Estate Planning is a complex area of law where misconceptions abound. It’s an area where what you think you know can be harmful—not only to you, but to the people you love. Americans, in general, face challenges when it comes to saving, investing, and planning for...
Even vampires need estate planning
Yes, even the undead need an estate plan. Seriously, just take a moment and hear me out. As we know, from such informed sources as The Vampire Chronicles, the Twilight saga, and HBO’s True Blood, vampires aren’t immortal. They do die, and it’s usually unexpected and...
5 Reasons Why Uncle Bill May Not Make a Good Trustee
If you have created Irrevocable Trust that may last for a decade or two, selecting the right trustee is crucial to the trust’s success. Initially you may think that a family member, such as a sibling (“Uncle Bill” to your children), will be the best choice as trustee....
Help Clients Avoid Estate Disputes and Create a Lasting Legacy
Clients often want to leave some kind of legacy behind. It could be setting up children and grandchildren for life, with no financial worries. Maybe endow a professor’s chair at their alma mater or build a wing on the local children’s hospital. Or they want to make...
Help Clients with the ‘Inheritance Talk’
It wasn’t easy for your clients to talk to their kids about sex, drugs and being safe on the Internet, but they managed — whether with red faces or not. But when the subject turns to inheritance, many clients would rather have a root canal than talk about family...
Budgeting for Trustee Success
The government prepares a budget. Businesses and families prepare budgets. A special needs trust should be no different. Unfortunately, many trustees of special needs trusts (especially family members of trust beneficiaries) have little or no experience handling...
Four New Year’s Planning Resolutions
The new year is always a time to take stock of the previous year and to make positive changes for the months ahead. Here are several resolutions that your clients should keep, in 2014 and beyond. 1. Review and Update Retirement Plan and Life Insurance Beneficiary...
What We Can Learn From TV Families: The Brady Bunch
The Bradys are a great example of the kind of planning needed for a blended family. Mike and Carol are in their second marriage, and each have children from their first (Greg, Marcia, Peter, Jan, Bobby, and Cindy). With blended families, the estate plan must address...
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Blog Posts
What should I look for when selecting an estate planning attorney?
How to avoid sending your loved ones into probate court
Are you opting out of your financial future?
Even vampires need estate planning
Care committees can assist trustees of special needs trusts
The Facts About a Trust Protector
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