» Trusts

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Could a Testamentary Trust Be What Your Loved Ones Need?

One of the main reasons that a person creates a revocable living trust (a trust established during a person’s lifetime that they can amend or revoke) instead of relying on a will to transfer their money and property to their beneficiaries is to avo… Read More
Conversation about being a trustee

Should the Trustee of My Trust Be Different during My Incapacity Than at My Death?

When you create a trust, choosing a trustee is one of the most important decisions you will make. If you create a revocable living trust—that is, a trust that you establish during your lifetime and can revoke or amend—you may opt to act as truste… Read More
digital estate plan

What Happens to Your Venmo, PayPal, and Apple Pay Accounts at Your Death?

It has been said that nothing ever dies on the Internet. While this dictum is typically used as a warning that what we put online may come back to haunt us, it is also true that our online accounts can outlive us, and even live in perpetuity. Having… Read More
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Recent Unemployment? Three Things You Must Do to Protect Your Family

If you have recently lost your job, you are not alone. Inflation has skyrocketed in the United States over the past few years. Some smaller businesses have not been able to survive the increased expenses, putting employees out of work, while many lar… Read More
protect housing

National Home Remodeling Month: How Remodeling Your Home Could Impact Your Estate Plan

Spring is associated with renewal, and as the weather gets warmer, many homeowners turn their attention to renovation projects. Each May, the home remodeling industry and the National Association of Home Builders (NAHB) celebrate National Home Remode… Read More
Delicious Grilled Vegetables And Meat On Barbecue Grill Outdoor bbq

Planning a Barbecue Is Like Planning Your Estate

For many, Memorial Day weekend signals the beginning of summer and enjoying warm-weather activities, including backyard barbecues with friends and family. Although a cookout may be an informal affair, planning is crucial to its success. This is true… Read More
Are You Single with a Min…

Are You Single with a Minor Child? If So, You Need a Plan

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
Mental Health Awareness Month

Mental Health Awareness Month: How an Estate Plan Can Help Improve Anxiety

Roughly one in five US adults experiences a mental illness each year. Anxiety disorders are among the most common mental health conditions, affecting nearly one-third of adults at some point in their lives. While anxiety can be generalized and chroni… Read More
What Happens to Elvis Pre…

What Happens to Elvis Presley's Legacy Now?

Elvis Presley, the King of Rock and Roll, died in 1977. Like most celebrities of his stature, he left behind a complicated legacy—and a considerable estate. Elvis’s estate, including Graceland, ended up in the hands of his only child, Lisa Marie… Read More
Categories: Estate Planning, News, Trusts
Magnifying glass with question mark in focus on wooden cube

Have You Chosen the Right Trustee?

Whether you are reviewing your existing trust or creating a new one, you should understand the important role that a trustee plays not only in handling trust matters but also in providing for and protecting your loved ones. What is a trust? A trust i… Read More