Ideally, when a trust is created, the trust creator should discuss the position with a... [Read more...]
5 Questions to Consider When Choosing a Fiduciary
While decisions relating to your assets are certainly important when creating an estate plan, they... [Read more...]
Is Probate Necessary after My Mother Passed Away?
If your mother recently passed away, you are undoubtedly mourning her loss. The last thing... [Read more...]
What Is the Uniform Transfers to Minors Act?
If you plan to gift assets to a minor child, extra care must be taken... [Read more...]
Tips for Gifting to Grandchildren
If you are a grandparent, you may wish to include your grandchildren in your estate... [Read more...]
Can a Beneficiary Also Be the Trustee of an ILIT?
A comprehensive estate plan can help you accomplish various goals; however, to do so you... [Read more...]
When Will I Receive My Inheritance?
Finding out that someone left you an inheritance is certainly welcome news, particularly if you... [Read more...]
Should I Agree to a Reverse Mortgage?
You have probably watched or heard an advertisement on television or radio for reverse mortgages.... [Read more...]
Estate Planning for the Single Parent
Every adult should have at least a basic estate plan in place; however, if you... [Read more...]
Elder Abuse — How to Spot the Signs
The dramatic increase in the senior population in the U.S. has caused a corresponding increase... [Read more...]
Does My Mother’s Estate Qualify for an Alternative to Formal Probate?
If your mother recently died, you are likely feeling overwhelmed with the emotional and practical... [Read more...]
Executor Duties – Estate Accounting
Are you serving as the Executor of the estate of a recently deceased loved one?... [Read more...]
