» Trusts

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
mother looking over her shoulder at her minor children on a swing

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
Happy young child holding a lot of cash and a piggy bank

Want to Leave Your Retirement Account to Your Minor Child? Consider These Things First

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
Red Flags When Hiring a P…

Red Flags When Hiring a Professional To Be Your Trustee

When you form a trust as part of your estate plan, one of the most important decisions you will make is who will oversee the trust’s management when you are no longer able to manage it (also known as your successor trustee). Because a trustee’s w… Read More
Categories: Estate Planning, Trusts
Will and Living Trust Typed on Paper with Living Trust circled in red pencil

Why a Trust Can Be the Best Option to Avoid Probate

Ideally, when someone passes away, the paperwork and material concerns associated with the deceased’s passing are so seamlessly handled (thanks to excellent preparation) that they fade into the background, allowing the family and other loved ones t… Read More
Categories: Probate, Trusts
Silent Drum Kit

When Rock Legends Pass Away: The Possible Fates of Meat Loaf’s $40 Million Estate

Meat Loaf, whose real name was Michael Lee Aday, passed away earlier this year at the age of seventy-four. The singer behind 1977’s Bat Out of Hell—one of the best-selling albums of all time—experienced ups and downs befitting his larger-than-l… Read More
“For the 99.5% Act

“For the 99.5% Act": A Look at Proposed Changes and Estate Planning

On March 21, 2021, Rep. Jimmy Gomez and Sen. Bernie Sanders introduced a new bill into Congress called, “For the 99.5% Act.” The bill’s introduced form is only 18 pages long, but its potential impact on federal estate and gift tax l… Read More