Articles

It’s important to remember that an estate plan is something that is distinct and unique for each person. Therefore, there are many things that need to be considered when it comes to putting together an estate plan. This is just one of many reasons why you should not...

Estate planning is an important step for anyone, regardless of age. However, it can be especially important for young adults to start thinking about it early on. Estate planning allows you to make decisions about what will happen to your assets, property, and...

A Medicaid Asset Protection Trust (MAPT) is a legal tool used in Medicaid planning to protect assets from being considered for Medicaid eligibility and help preserve those assets for the individual's beneficiaries. The primary purpose of a MAPT is to shield certain...

An estate plan is designed to put you in control by allowing you to retain control over your assets, decisions, and the distribution of your wealth, both during your lifetime and after your passing. Here are some ways in which an estate plan empowers you to maintain...

An accumulation trust, also known as an accumulation and maintenance trust, is a type of trust established for the benefit of beneficiaries who are not yet ready to receive their inheritance outright. The primary purpose of an accumulation trust is to preserve and...

An attorney can play a crucial role in helping you reach your estate planning goals by providing expert legal guidance and assisting you with the necessary documentation and processes. Here are some specific ways in which an attorney can help: Understanding your...

Avoiding guardianship or conservatorship through estate planning is crucial for maintaining control over your affairs and preserving your autonomy. Guardianship and conservatorship involve a court-appointed individual making decisions on your behalf if you become...

Preventing a will conflict and preserving peace and harmony in the family during the estate planning process requires careful consideration and proactive measures. Here are some tips to help achieve these goals: Start the conversation early: Initiate discussions about...

A last will and testament is a legal document that specifies how a person's assets and property should be distributed after their death. It may also include instructions for any minor children and/or specific bequests to individuals or organizations. The will is...

A trustee of a revocable living trust is responsible for managing and administering the trust assets during the lifetime of the grantor (the person who created the trust). The trustee is typically appointed by the grantor and can be an individual, a corporation, or a...