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Articles

How Does Location Affect Your Vacation Home Planning?

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If you are holding title to a piece of real estate property that you intend to pass on to your loved ones and it’s in a different location, you’ll need to think carefully about how this location could impact your planning options. One of the best ways to approach this strategy overall is to schedule […]

What is the MS Probate Process?

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If you are a family member, beneficiary, or appointed executor, you might have questions about how that probate is handled when a loved one passes away. Understanding the MS will probate process can make things easier for all the people mentioned above to understand what goes into this and some of the common pitfalls that […]

What Happens If My Spouse and I Are Retiring at Different Times?

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What Happens If My Spouse and I Are Retiring at Different Times?

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What Happens If My Power of Attorney Agent Just Doesn’t Act?

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The selection of a power of attorney agent is an important one because this person is responsible for acting on your behalf and in your best interests, but what happens if the power of attorney agent doesn’t act at all? Sometimes an agent might be unable to handle decisions for you because they are sick […]

Are We Facing a Long Term Care Crisis?

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The cost of long term care is a top concern for plenty of retirees, but new research shows that we could be facing a potential crisis in the U.S. when it comes to providing it. The oldest of the baby boomers will starting turning 80 in 2025, more people will need support for their healthcare […]

What Are the Four Fiduciaries for a Proper MS Estate?

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When you create an estate plan, you’re probably starting with a frame of you and your beneficiaries as the core people involved. However, this is not the full scope of everyone involved in your estate planning process. There are four fiduciaries responsible with the entire estate planning process and they are known as an agent, […]

It’s My First Estate Planning Meeting; What Do I Bring?

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If this is the first time you’ll be sitting down with your estate planning lawyer, there’s no doubt you’ll have some questions about what you need to think about or bring with you to that initial meeting. If your lawyer does not already have a questionnaire prepared for you to fill out in advance of […]

Have You Thought Through Your Final Arrangements and Documented it for Your Next of Kin?

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One of the hardest parts of dealing with the loss of a loved is being asked to make decisions and make financial commitments about final arrangements. Unfortunately, however, this is also one of the first decisions that comes up when a loved one passes away. You can minimize the possibility of challenges with this by […]

Why Accounting, Communication, and Transparency Are So Important for Trustees

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Being appointed as a trustee of a trust has important ramifications for not just the trustee but also for other family members who are entitled to receive distributions from the trust. Trustees have to be able to account for all of their actions as well as providing regular accounting to beneficiaries. At a minimum level […]

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