» Estate Planning

Estate planning is not just for the wealthy. Every adult should have an estate plan, yet surprisingly, most Americans do not. The perceived cost of creating one is among the most cited reasons for a lack of estate planning. The consequences of not ha… Read More

People often set up bank accounts or real estate so that they own them jointly with a spouse or other family member. The appeal of joint ownership, specifically with survivorship rights, is that when one owner dies, the other owner(s) will automatica… Read More

You may think that if you die while you are married, everything you own will automatically go to your spouse and children. But you are actually thinking of state rules that apply if someone dies without leaving a will. In legal jargon, this is referr… Read More

You may think creating a simple estate plan should be easy and something you can do independently. Unfortunately, this is not often the case. Estate planning laws vary greatly from state to state, can sometimes be complicated, and constantly change.… Read More

Sometimes, pet owners can get a bit creative when providing for their pets’ future care. The following three famous cases involving a sort of a pet trust offer some important lessons. Although some of the cases shared here involve leaving an inheri… Read More

Not long ago, pet trusts were thought of as little more than eccentric things that famous people did for their pets when they had too much money. These days, pet trusts are considered much more mainstream. For example, in 2016, Minnesota became the f… Read More

Estate planning is about protecting what is important to you. Although much of the traditional estate planning conversation focuses on surviving spouses, children, grandchildren, and charities, many pet parents wonder what could happen to their “fu… Read More

Planning for your pets in your estate plan is an excellent way to ensure that your beloved pet will receive proper care and attention after you pass on. The problem, of course, is that you will not be there to ensure that your wishes are carried out.… Read More