» Planning for Minor Children

You have a minor child who depends on you for their survival, so you need to make sure that they will be cared for if you are ever unable to care for them. By creating an estate plan, you can address your minor child’s care and custody and provide… Read More

Your retirement account may be one of the most valuable things you own. Many people consider naming their children as the beneficiaries of these accounts because they think it is a way of easily transferring their wealth if something happens to them.… Read More

For grandparents who want to leave a legacy to their grandchildren (or grandaunts, such as myself, who wants to help out with the costs for grandnieces and grandnephews), the gift of a 529 college savings plan is an option. Not only can opening a 529… Read More

This type of account, named for Section 529 of the Internal Revenue Code, enables you to reduce your taxable estate while earmarking funds for the higher education of a grandchild (or any other family member). Funds contributed to such accounts are i… Read More

When you create your estate plan, not only do you decide what happens to your belongings and property after you die, you also choose people in the roles of your estate plan to do things for you when you cannot. Some of these people act after your dea… Read More

When dividing property, fairness is essential, but it’s also subjective. Thinking about wills and who you want to inherit your assets is difficult for anyone, but the process is more complex for blended families. Some of the same rules apply. M… Read More

Estate planning is more than making choices. It is also about having conversations with those people you select to act for you in case of your death or disability—personal representatives, powers of attorney, and guardians, to name a few. A lot of… Read More

A well-designed trust should protect your hard-earned assets and ensure the best outcome for each beneficiary. Young adults can be vulnerable to their own bad decisions in money, relationships, and spending; a trust can help protect their financial f… Read More