- Asset Protection Planning
- Business Succession Planning
- Charitable Giving
- Disability and Special Needs
- Elder Law
- Executor and Trustee Responsibilities
- Financial Powers of Attorney
- Inheritance Planning
- Lifetime Gifts
- Medical Directives
- Planning for Minors
- Retirement Accounts
Although you may think of your pet as a member of your family, it is important to know that laws categorize pets as property. As a result, pets cannot inherit money or other property. Fortunately, with the use of estate planning techniques like a pet trust, you can provide for and protect your animal companions long after you are unable to care for them. With the right estate planning documents, you can not only name a caregiver to take care of your pets but also set aside money to be used to provide for your pets during their lifetimes.
Estate planning is making a plan in advance, naming the people or organizations you want to receive the things you own after you die, and taking steps now to make carrying out your plan as easy as possible later.
An estate plan, properly executed, can protect you as well as your family in the event of sickness, accidents, or untimely death. This eight-point checklist can help determine whether your estate plan needs help.
Making charitable giving a part of your estate plan is a great way to support your favorite charity without impacting your current lifestyle in any way.
Trust funding is the process of transferring ownership of your assets from you to your trust. Learn more about this process and how it fits into your estate plan.
For family business owners, estate planning is crucial to the success of the business. If you have not already drafted an estate plan that includes the succession of your business, begin today.
If you or your spouse served in the United States military, there are several pension benefits that you may be eligible for.
Because your successor trustee should be someone you know and trust, many people name one or more of their adult children in this position.
Without proper parental estate planning, a disabled child who is unable to live independently may be left extraordinarily vulnerable.
Planning for incapacity involves creating a set of written instructions for how you want decisions related to your assets and healthcare handled should you not be able to make them yourself.
Learn the many reasons why it is important to have an advisory team for your estate planning.
How important it is to create an inheritance for your kids?
A family inheritance can mean more than just money; it can also mean passing down family values, traditions, and history to future generations.
Beneficiary designations can be quite useful, but they need to be considered as part of your overall estate plan.