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Dividing Propety for Blended Families

The Blended Family: Considerations for Dividing Property

Estate planning for blended families is a complex subject. The process may involve unique challenges because an absolute answer for determining how property should be handled does not exist. This post will give you an overview of some property distri… Read More
Categories: Trusts, Wills
Protecting Your Legacy

Using a Trust to Protect Your Legacy from Your Children's Ex-Spouses

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
Stretch in a Retirement Trust

Benefits of the "Stretch" in a Standalone Retirement Trust

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
Categories: Trusts
Older person, hand being held

Providing for Parents in Trust

In 2015, NPR aired a segment on issues facing women in retirement. One of the points made is the lack of saving by many women combined with a longer life expectancy. Added to that is a complication of our mobile society: although years ago the childr… Read More
Categories: Trusts, Wills
porsche

A Fast (but not Furious) Chat about Wills and Wrongful Death

Some people say to me, “But I don’t need a will; I don’t have anything.” For a few people, this might apply; those persons might not now have anything in their estates that needs to be handled with a formal plan. One concern, though, is that… Read More