Trusts & Estates

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Financial Powers of Attorney

The wealth, property, and investments we accrue over a lifetime are often significant. While you have carefully managed your finances through the years, there may eventually come a time when you cannot handle such decisions. To plan for the likelihood that you are unable to manage your financial affairs, it’s important to have everything in order while you’re still of sound mind.

By |2019-07-12T10:33:04+00:00July 16th, 2019|Trusts & Estates|Comments Off on Financial Powers of Attorney

Estate Planning Is Not Just About Money

It is a common misconception that financial management and estate planning are reserved for the wealthy. Regardless of how much you have in the bank, you and your family can benefit from planning ahead for the future.

By |2019-07-07T18:41:58+00:00July 9th, 2019|Trusts & Estates|Comments Off on Estate Planning Is Not Just About Money

4 Tips for Avoiding a Will or Trust Contest

A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can help your family avoid a potentially disastrous will or trust contest. 

By |2019-05-16T12:39:03+00:00May 28th, 2019|Trusts & Estates|Comments Off on 4 Tips for Avoiding a Will or Trust Contest

What Is a Discretionary Trust?

Sometimes giving assets outright to a beneficiary – such a child, a grandchild or a special needs loved one – is not the ideal method of distributing assets in an estate plan. In such a scenario, a discretionary trust can be a good estate planning tool.

By |2019-05-06T12:00:50+00:00May 21st, 2019|Trusts & Estates|Comments Off on What Is a Discretionary Trust?