Estate Planning Blog
Estate Planning, Tax & Business Planning Blog
What is a Trust Protector and Do I Need One?
If the concept of a “trust protector” is new to you, you’re not alone. Up until the 1990s, the role was familiar almost exclusively in the...
Planning for Incapacity: The Important Difference Between Conservatorship, Guardianship, Power of Attorney, and Supported Decision-Making
No one likes to think about the possibility that they may become incapacitated or otherwise unfit to make their own financial decisions,...
4 Estate Planning Tasks to Complete While You’re Still of Sound Body and Mind
Many people associate estate planning with that one inevitable aspect of life we don't like to think about: death. However, we should not...
Estate Planning for Second Marriages and Blended Families: 4 Mistakes to Avoid
Older adults are remarrying more and more often. In 1960, only 42% of previously married individuals 55 years and older ever remarried. In...
The Difference Between Wills and Trusts
Wills and trusts serve many of the same purposes, so it is natural that the two are often confused. Both are important estate planning...
Trust Funding Your Revocable Trust
For many folks, trust funding is an alienating concept. Often, when we think of trust funds, we think of privileged socialites flexing...
Planning for Guardianship of Minors: Estate Planning for Parents
Estate planning is often misunderstood. One of the most common misconceptions is that estate planning only outlines the distribution of a...
Estate Planning for Digital Assets: Social Media, Cryptocurrency, and NFTs, Oh My…
When most people think about estate planning, they think about the physical assets that their beneficiaries inherit. While that certainly...
What You Need to Know About Estate Tax Planning in 2022
Maybe it’s conspiracy thinking, but one has to wonder if the holidays fall at the end of the year to soften the blow of a new tax season’s...
When It Comes to Estate Planning, Don’t Take Half Measures
Larry King had a will. Well, Larry King wrote a will. It said: ‘This is my Last Will & Testament. It should replace all previous...
Quality of Care: The 5 Documents You Need to Care for Your Aging Parents
The holiday season is a joyous time, but it can also be a stark reminder that our parents are aging and may need some extra care in the...
Probate Questions and Answers
Most people know one thing about probate: that they want to avoid it. But why? What is probate, anyway? Is it really as bad as people make...
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