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.
Signing the trust agreement doesn’t end the estate planning process: To work properly, the trust needs to be funded.
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.
During this unprecedented time, people’s need for urgent estate planning has increased, requiring attorneys to employ innovative methods of providing services.
If you have a disabled child who is approaching their 18th birthday, now is the time to start planning for their future.
It is important to think carefully about your ability or willingness to serve as an executor or trustee for someone else.
There are many reasons why you may want to give to a charity: You may give because you believe strongly in a cause or organization, but it can also reduce your yearly income tax bill and remove value from your overall estate.
Certain situations can bring our own mortality to the forefront of our minds. The coronavirus has affected a number people in the United States so far. It provides a reminder of just how important it is - not only to us, but also to our family members and loved ones -- to have an estate plan in place in case the unexpected happens.