Many people like the cost and time savings, as well as the added control over their money and property a living trust offers. Yet in the end, an unfunded trust isn’t worth the paper it’s written on.
If you own savings bonds or are considering investing in them as part of your financial plan, we can help you consider the pros and cons, as well as the best ways to title them in order to achieve your estate planning goals.
If you see trouble brewing and are concerned that family members could contest your will or trust, a no-contest clause is one tool that could discourage dissatisfied beneficiaries from seeking to have it declared invalid.
Attorney Heinz Brisske joined ElderCounsel Chief Executive Counsel, Valerie Peterson, J.D., to discuss law firm adjustments being made to ensure that all clients and employees are safe while also getting the work done.
The coronavirus pandemic is forcing us to take a hard look at where our loved one should receive care if care at home is not a safe option.
Complimentary WEBINAR: Friday, June 12, 2020 12:00pm-1:00pm CDT Paycheck Protection Program Loan Update Join us for this unique webinar regarding Paycheck Protection Program Loans, and the ever-changing rules, qualification, certification, record-keeping and more. The presentation will include a discussion from the CPA’s view, the lender’s side, and an attorney’s view, including the initial loan application process, certification, timing, forgiveness application process and other issues.
Signing the trust agreement doesn’t end the estate planning process: To work properly, the trust needs to be funded.
Seniors who struggle to adapt to the internet of things (IoT) using digital devices that require typing, clicking, or swiping can now rely on voice commands to get the information they need and the people with whom they want to communicate.
What have you done to prepare for your own care? Working together, we can craft the best possible estate planning prescription that will protect you today, tomorrow, and well into the future using the best legal tools available.
There are ways to try and manage stress and stay as healthy as possible during this uncertain time thanks to advice from several federal agencies monitoring the situation and the impact of COVID-19 on the senior population.