» Estates & Trusts

Could Your Children Lose Their Inheritance in a Divorce?

If you have adult children, there’s a good chance that they are either married, or that they will be. Watching our kids grow up, find love, and start families of their own is one of the great joys in life. As a parent, you probably anticipate that… Read More
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Five Ways Small Business Owners Can Lower Taxes

Most people who become small business owners do so because they have a great idea, service, or product that they want to share. If you are a small business owner, you probably know a lot about the subject matter of your business, whether that’s… Read More
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Planning for Flexibility in Your Trust

As any estate planning attorney will tell you, estate planning is important, because the future is uncertain. But it is that very uncertainty that makes estate planning more difficult. In the past, estate planning options, like certain trusts, offere… Read More
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Five Planning Tips For Families With Special Needs

When we hear the term “special needs” we often think of children, but a family may have a young adult or older relative with a physical or mental disability that falls under the umbrella of special needs. Individuals with special needs may qualif… Read More
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Categories: Estates & Trusts

Five Ways to Handle Digital Estate Planning

So much of our lives is online these days, but surprisingly few of us plan for what happens to our online accounts and assets when we are no longer around. Some of your Instagram followers may never notice that you’ve stopped posting vacation pictu… Read More
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Categories: Estates & Trusts

Can Beneficiary Designations Replace a Trust?

Living trusts have become increasingly popular in the past decade or so. For many people, this estate planning tool is a straightforward way to pass assets directly to their intended beneficiaries on death, while bypassing probate. Recently, we have… Read More
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Categories: Estates & Trusts

Using "Incentive Trusts" to Control From Beyond the Grave

“Control from beyond the grave.” It sounds likes something out of an episode of the Twilight Zone or Tales from the Crypt. While the phrase may sound spooky, it is something many people try to achieve using incentive trusts. Incentive tru… Read More
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Can a Trustee or Attorney-in-Fact Be Compensated?

A trustee and an agent under a power of attorney are fiduciaries, meaning they are obligated to act honestly and ethically in the best interests of the person granting the power. Acting as someone’s trustee or agent (also called an attorney-in-… Read More
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Don't Let a Stranger Control Your Loved One's Estate!

It sounds unbelievable: mere weeks after your elderly parent passes away, while you’re still grieving, trying to clean out their home and sort through their possessions, you find that someone else has opened their estate in the probate court an… Read More
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Am I Entitled to a Copy of the Will When My Loved One Dies?

When a loved one passes away, getting a glimpse at the will is not the first thing on most people’s minds. In the weeks following the death, however, when the funeral is over and it’s time to address the business of the decedent’s e… Read More
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Categories: Estates & Trusts