Attorneys Who Know.
Attorneys Who Care.
When making an estate plan, you can use a trust to protect your assets from disputes, probate and debt collectors. A trust is a legal arrangement that distributes trust funds and assets to beneficiaries. A trust is managed by a trustee, who is legally bound to act in...
For many families, building wealth is only half the mission. The other half -- just as important -- is protecting that wealth for future generations. A generation-skipping trust (GST) may be one of the most effective planning tools for passing assets down the family...
When you write a will, your goal is to make sure your property goes to your heirs without problems. Even small mistakes in describing your property can cause legal disputes, slow down probate and create extra costs for your loved ones. For people with significant...
If you’re a retired person with a high net worth who is drafting an estate plan, you may be able to dodge some taxes while creating a lasting legacy in your name. If that is something you would like to do with your estate, there are a number of charitable giving...
Some people have invested consistently throughout their careers. They may own stocks, physical commodities, like gold, and even real property. They may also have well-funded savings accounts and retirement accounts. Financial resources can quickly become a point of...
Parents and successful professionals with dependent spouses often invest in life insurance coverage. They want to ensure that their loved ones can fulfill their financial obligations and maintain a baseline standard of living after their passing. Unfortunately, some...
Most adults know that they should have an estate plan in place so that their loved ones have a road map to follow when they pass away. One of the primary purposes of an estate plan is to outline where assets will go when the creator dies. There are different ways to...
There are many potential ways to use a trust, incorporating it into your estate plan. One of the benefits of a trust is that it helps to retain control over your assets, even after you pass away. You can give the trustee explicit instructions for how you want the...
Passing wealth to the next generation takes more than a will. Families with large estates face challenges with taxes, business ownership and long-term control. Planning ahead helps protect what you have built and keep peace in the family. Here are three estate...
It can be difficult for people with certain medical conditions to care for themselves. In some cases, they may need services that require them to prove they don’t have the means to pay for care themselves. These include programs like Supplemental Security Income or...