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Singles Need Estate Planning to Protect During Lifetime

May 18, 2023

You’re single, and you don’t have an estate plan or even a will. Perhaps you think you don’t need either because you’re not wealthy and don’t have children.

Estate Planning

Should You have a Pet Trust Created?

May 17, 2023

Specialized pet trust law has developed because of the huge popularity of pets in this country, and the strong desire of pet owners to provide for their pets, even after the owner's death.

Estate Planning

Estate Planning for Blended Families

May 16, 2023

There are many different configurations of blended families. However, they are generally made up of married couples who have children from previous marriages or relationships.

Estate Planning

Should You Convert to a Roth IRA?

May 15, 2023

If you have a Roth IRA, you may be planning to use it as part of your retirement income.

Estate Planning

Use Estate Planning to Prepare for Cognitive Decline

May 12, 2023

Data from sources like the U.S. Census Bureau shows in no uncertain terms that the U.S. population has grown older over the prior two decades.

Estate Planning

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.

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Singles Need Estate Planning to Protect During Lifetime

Should You have a Pet Trust Created?

Estate Planning for Blended Families

Should You Convert to a Roth IRA?

Use Estate Planning to Prepare for Cognitive Decline

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

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