Organization can be helpful for future planning. Many people jump into Spring cleaning during this time of year. They have a list of projects they
Passing a vacation home to the next generation is rarely straightforward. A vacation home fills a variety of roles. For a lot of my clients,
A discretionary trust can protect against mismanagement of trust funds. Those who desire to avoid probate often utilize trusts in their estate plans. This is
Physicians should have estate plans. Doctors undergo long years of schooling and residency to practice medicine. This requires incredible focus and dedication. As they begin
Placing a home in a trust can be helpful or harmful. Protecting wealth and distributing assets can feel overwhelming. People worry about protecting their assets
Retitling a house deed can lead to unfortunate unintended consequences. You own a home. If you are like many people, this is likely your most
Splitting an inheritance with a sibling after the death of a loved one can be complicated. Your family is close. All siblings are equally responsible
A testamentary trust can be created after you die. Some people really like the idea of using a trust in their estate planning. The control
Trusts have several estate planning benefits. Many misunderstandings exist around estate planning. One of the most common misconceptions involves trusts. People tend to think this
Several circumstances should be considered when planning to leave an inheritance to minor grandchildren. Becoming a grandparent brings fresh joys. There is something special about
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