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Articles

Niche Trusts: A Chance to Collaborate

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If there’s one thing we can all agree on, it is that each client is unique. Likewise, our approach to counseling these clients should be tailored to each one’s specific needs. Let’s work together to develop special plans that fit each client’s special circumstances. One key tool to consider is the niche trust. Usually, when […]

New Government Report Reveals Big Scale for Elder Abuse

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The decision that you make to place a loved one in a nursing home can be a complicated one, and it probably required a lot of research and asking of questions on your part to determine that right facility. Unfortunately, elder neglect and abuse in nursing homes across the United States is not regularly reported […]

Is Asset Protection Planning Only for Avoiding Paying Taxes?

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Too many people are under the impression that asset protection planning is only relevant for the very rich who want to downsize their tax bill. The truth is that every family benefits from asset protection because this is a legal method of arranging your assets in a manner to protect them from future attacks like […]

New Study Shows that Nursing Home Costs in the United States Are Rising Quickly

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Many people already know that the cost of nursing home or long term care in their older ages can be extremely high. The average cost of a nursing home in the United States can easily go above $70,000 a year, and according to a Georgetown University Medical Center study, this has risen even faster than […]

What is the Cost of Taking Social Security Too Early?

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As part of your overall retirement plan, you’re probably counting on your Social Security benefits. But what happens if you miscalculate and end up taking the benefits too early? Couldn’t this short term boost help you if you’ve falling short in other retirement vehicles? A new study from United Income says that a couple electing […]

What is a Fiduciary’s Job?

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In your estate, a fiduciary has important legal responsibilities that must be addressed with the utmost level of care. Finding the right fiduciary is extremely important for protecting your interests and wishes.  A fiduciary has to provide the highest level and standard of care, not just because this is required by the law, but because […]

Is Your Family Business Set Up to Succeed Beyond You?

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  A family business is something that goes far beyond a profit-generating venture. For you and your loved ones, it’s a source of pride and family connection. Which is why it’s important to make sure that proper succession planning has been incorporated in your long-term view of the company.  Did you know that there are […]

How Much Does Experience and Knowledge Matter for Estate Planning Lawyers?

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Not all lawyers are created equal, and finding someone to help you with your needs or individual case requires doing a little digging into the lawyer’s experience and past. All attorneys have a responsibility to provide competent client representation. This means thoroughness, legal skill, and the preparation and research involved in connecting a client’s needs […]

How Do I Grant Access to Online Accounts in My Estate Documents?

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Any company with whom you have an online account probably has their own rules about how you can or can’t close or transfer on your account after you pass away. However, you might also wish to back up your plans for such a site in your own estate planning documents, too. How you list these […]

What Does Your Trust Actually Own?

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When deciding what to pass on to your loved ones and heirs, proper titling is key to your wishes being followed in the manner you intend. Remember that some assets fall outside what is accomplished in probate, such as your life insurance policy. Regardless of what you state in your will, those wishes are overridden […]

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