Revocable Living Trust Agreement
Estate planning is ultimately about preparing for the future—making sure your assets, your life, and your legacy are protected against all contingencies. Proper estate planning calls for a number of different legal structures and tools, and one of the most important—yet also one of the most frequently overlooked—is the revocable living trust agreement. In this […]
Why Your Estate Plan Needs a Trust
We often meet with individuals who have gone to the trouble of establishing a last will and testament—and they assume this is all they need for their estate plan to be set. Actually, while having a will is an important start, it’s rarely sufficient. More often than not, it’s also wise to establish a trust, […]
Estate Planning for Business Owners
Estate planning isn’t just about preserving some control over your life and your legacy. It’s also about taking care of those people who depend on you—including your spouse, children, and grandchildren. For business owners, you also have to think about employees—the people who depend on you, in a very literal way, for the food on […]
Three Essential Estate Planning Documents
Getting started with your estate plan can feel daunting. Without the guidance of a trusted estate planning lawyer, you may not know where to begin—and what complicates things is that different individuals have different estate planning needs. There is no blueprint here; no one-size-fits-all approach. With that said, there are a few basic documents that […]
Estate Planning for Your Pets
One of the primary goals of estate planning is to ensure your family members are well cared-for, even after you pass away. For many individuals, those family members can include pets, whose wellbeing is of high importance. Thankfully, the estate planning process provides a number of options for making sure your four-legged friends are in […]
Choosing a Trustee for Your Trust Fund
In setting up a trust fund, one of the most important decisions you will make is who will serve as the trustee. The trustee you name will play a key role in administering your trust, and after you die the trustee will be tasked with ensuring assets are distributed according to your wishes. Even the […]
Should You Serve as a Trustee?
It’s an honor when your friend or family member asks you to serve as their trustee. What that means is that they are entrusting you to properly handle key assets upon their death—suggesting that they view you as someone who is trustworthy and responsible. With that said, serving as a trustee isn’t something you should […]
Digital Assets in Your Estate Plan: Things to Consider
When making your estate plan, it’s important to be all-encompassing. You obviously want to include physical assets, including real estate, jewelry, retirement accounts, and money in the bank. However, you also want to attend to digital assets, which might include anything from cryptocurrencies to social media accounts. There are some complex factors to weigh as […]
Estate Planning After a Divorce
Any time you have a major life change, it’s wise to review and revise your estate plan. A divorce certainly fits that criteria. If you’ve split from your spouse and want to make sure that your estate plan is indicative of your current situation (and your priorities), we’d recommend taking some time to sit down […]
Make These Financial Moves Before Your Baby is Born
When you have a little one on the way, there is always much preparation to be done. You have to buy diapers, and assemble the crib, and learn how to properly install a car seat. And of course, there are financial plans to make, as well. In fact, financial advisors and estate planning lawyers advise […]
