More considerable sums of money can create situations that financially break an estate plan.
Tag: estate planning
To better understand the two areas of the legal field, we will look at the solutions they provide, questions they answer, and how they can…
Wealth preservation is the main priority, and it requires accuracy.
Making sound decisions regarding finances and healthcare can become challenging as you age due to diminished mental capacity or declining health.
Make a list of your digital assets and include important online accounts (social media, banking, bill pay), passwords, and digital property, including cryptocurrency, money transfer…
As tax reform law affects your estate planning strategy, it is wise to review your unique estate situation routinely.
Estate planning is not a “set it and forget it” process as new elder law issues regarding family needs and state regulations evolve.
One of the key benefits is transferring assets from the owner to the trust fund, so assets do not have to go through a probate…
The power of attorney documents that may have been helpful in the previous scenarios only offered general information for the most basic needs.
Your heirs, including minors and adult children, may not agree on certain aspects of your family, including inheriting your fortune. When you die, relationships can…