Considering Heirloom Planning with Blended Families
Heirlooms hold special significance within families, carrying cherished memories, traditions, and a connection to the past. However, when it comes to estate…
7 Considerations When Selecting a Fiduciary for Your Estate Plan
Choosing a fiduciary for your estate plan is an important decision, as this person or entity will be responsible for managing your…
What does a Trustee of a Revocable Living Trust do?
A Trustee of a Revocable Living Trust is responsible for managing and administering the trust according to the terms set forth in…
Umbrella Insurance: Is It Worth the Cost?
Do you need additional protection beyond your primary insurance policies? Umbrella insurance provides an additional level of coverage to your primary insurance….
What is the Function and Importance of a Durable Power of Attorney in Estate Planning?
A durable power of attorney is a legal document that allows a person to appoint someone else to make financial decisions, healthcare…
Appointing Your Trustee: Individual or Corporate?
When you create a revocable living trust, also known as an inter vivos trust, you are the trustmaker and most typically also…
5 Considerations When Selecting a Long-Term Care Facility
Moving to a long-term care facility can be a difficult and emotional time for both the new resident and the family. The…
Use a Special Needs Trust to Plan Ahead
There’s a special kind of trust for people with special needs. If you have a child with special needs, a special needs…
What Assets Should Go into My Revocable Living Trust?
A revocable living trust, or RLT, is an estate planning tool that provides some protection to your assets while allowing you to…
Estate Planning with Life Insurance
While life insurance may be most widely known as income replacement for dependent beneficiaries if the insured passes away unexpectedly, it also…