A living trust is a useful tool for safeguarding your legacy and enabling the transfer of assets to a specific beneficiary. It can also protect against claims made by potential interlopers, such as a child’s ex-spouse. If your son’s or da… Read More

Have you talked to your loved ones about your health care choices? Do they know what type of care you want if you are unable to tell doctors? This is the type of information that you need to share. And when confronting choices for end-of-life, having… Read More

Between 1990 and 2007, the number of non-married couple households increased by 88 percent. Today, most folks know at least one person who lives with a partner but isn’t married. The majority of couples nowadays live together before marrying. O… Read More

Life changes daily, it seems sometimes. Often, when those events take place that bring such change, we can be so focused on the change in circumstance, it’s easy to overlook how our estate plan might need to change too. Here are five key times… Read More

Living together with family members is a great choice for many people. However, combined living arrangements can also lead to legal conflicts and unintended consequences. If you’re living in or are transitioning to a multi-generational home, he… Read More

Appointing a guardian for minor children is one of the most important and challenging decisions that parents face. If you’ve been avoiding the issue, it’s time to take the leap. A thorough, properly drafted estate plan is the best way to… Read More

Last week, news spread quickly of the unexpected death of legendary musician, Prince. Posts covered Facebook news feeds. Twitter exploded with comments lamenting the loss. Tributes rang out musically on stages across Broadway, concert halls, and Satu… Read More

Instead of naming an individual as a beneficiary for your retirement account, you can help that savings grow even more by naming a standalone retirement trust. The trust then provides for your beneficiaries and distributes money each year. Some of th… Read More