Trusts & Estates

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Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup!

Estate planning is not a static event that you can grudgingly do once and then forget about it.  On the contrary, estate planning is a continuing process, because life is a moving target that is full of constant change: Your estate plan needs to change as your life changes. 

By |2019-05-06T11:02:00+00:00May 7th, 2019|Trusts & Estates|Comments Off on Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup!

Is Your Estate Plan as Stale as Last Week’s Ham Sandwich? 5 Reasons to Update Your Estate Plan

Posted by:  The Life and Legacy Planning Group Estate plans are almost magical: They allow you to maintain control of your assets, yet protect you should you become incapacitated. They take care of your family and pets. And, if carefully crafted, they reduce fees, taxes, stress, and time delays. Estate plans can even keep your [...]

By |2019-04-15T10:14:49+00:00April 30th, 2019|Trusts & Estates|Comments Off on Is Your Estate Plan as Stale as Last Week’s Ham Sandwich? 5 Reasons to Update Your Estate Plan

Four Common Myths about Estate Planning

Trusts are not just for the wealthy: In states that practice Medicaid recovery, for instance, your survivors may receive a large bill for Medicaid-funded nursing home care after your death, which can force the sale of assets like the family home. Some states even seize life insurance proceeds. Depending on your situation, a trust can prevent this from happening.

By |2019-03-12T14:14:38+00:00March 12th, 2019|Trusts & Estates|Comments Off on Four Common Myths about Estate Planning