As part of your estate plan, you may decide to establish a trust in order to pass some or all of your personal assets to your loved ones once you pass. But a trust only covers what you actually transfer into it… If you forget to include anything or purposely leave...
Older adults are remarrying more and more often. In 1960, only 42% of previously married individuals 55 years and older ever remarried. In 2013 this number had grown to 57%, and by 2017 it had leaped an additional 10% to 67%. Second marriages are becoming...
Wills and trusts serve many of the same purposes, so it is natural that the two are often confused. Both are important estate planning tools that help you organize your assets and ensure they are passed to the right people when you die. Both require the help of an...
Like a garden, your Estate Plan reflects the kind of care it gets. Below are a few examples of the pitfalls I have seen my clients experience over the last 15 years of practice due to an outdated estate plan. Naming a Child on Bank Account In theory, naming a child...
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