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How to Pre-pay for a Funeral

May 11, 2023

There are two primary ways to pre-pay for a funeral: via either pre-need funeral insurance policies purchased through a funeral home, or by setting up a funeral trust with a bank or financial institution. Each method works a bit differently.

Estate Planning

Protecting Assets with a Trust vs. Limited Liability Company

May 10, 2023

To protect assets effectively, you have to store them in the right legal entity. However, that can depend on whether you’re looking to protect business assets, avoid estate taxes, or protect personal assets from legal liability while running a business.

Estate Planning

Protect Your Elderly Parents from Scammers

May 9, 2023

Scam artists often target older adults, partly because they have amassed greater wealth.

Estate Planning

What are Pros and Cons of a Marital Trust?

May 8, 2023

A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to ensure that the marital trust is established properly.

Estate Planning

Older Singles Can Plan to Protect Themselves

May 7, 2023

Aging solo is about those individuals who are widowed or not married, live alone and have no family or none they can count on. They are going through the last years of their lives on their own. It can be just fine until one’s health declines and the usual activities and access to friends get out of reach.

Estate Planning

Do Joint Accounts With Rights of Survivorship Work?

May 5, 2023

Joint accounts may seem like an effective way to prepare if parents need help with finances as they get older, but unexpected problems could crop up.

Estate Planning

Can We Learn from the Presley’s Estate Fight?

May 3, 2023

Priscilla Presley’s fight to remain trustee of Lisa Marie Presley’s trust can teach anyone a few lessons on proper estate planning.

Estate Planning

Does Divorce Have an Impact on Estate Planning?

May 2, 2023

When you're in the midst of a divorce, you're probably not thinking about estate planning or your will. However, if you're divorcing, you should think about the impact a divorce can have on an estate plan.

Estate Planning

How a Special Needs Trust Protects Loved Ones

May 1, 2023

While it may not seem necessary when a special needs child is young, setting up a trust to ensure their financial stability is better to be done sooner rather than later.

Estate Planning

What Legal Documents are Needed in an Estate Plan?

April 28, 2023

While legal documents may seem obtuse and difficult to understand, they are crucial for estate purposes.

Previous 1 2 3 4 5 6 7 Next

How to Pre-pay for a Funeral

Protecting Assets with a Trust vs. Limited Liability Company

Protect Your Elderly Parents from Scammers

What are Pros and Cons of a Marital Trust?

Older Singles Can Plan to Protect Themselves

Do Joint Accounts With Rights of Survivorship Work?

Can We Learn from the Presley’s Estate Fight?

Does Divorce Have an Impact on Estate Planning?

How a Special Needs Trust Protects Loved Ones

What Legal Documents are Needed in an Estate Plan?

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