Estate Planning

01/02/2023

An Estate Plan Should Include a Family LLC

Most small business owners know that limited liability companies are advantageous for financial management, yet LLCs are also useful estate planning

12/26/2022

Despite recognizing the importance of estate planning, nearly half of Americans age 55 and older do not possess a will, a power of attorney, or a

12/19/2022

Choosing the right Power of Attorney (POA) is an essential part of estate planning. All states recognize powers of attorney, but rules and

12/12/2022

Experts agree that you should not wait until your aging parent has cognitive decline to discuss finances. It will take time to gather all the

12/05/2022

A special needs trust (SNT) is usually set up for a loved one with a disability by the grantor (the person who creates and funds the trust). However,

11/28/2022

We all dream of the day when we can retire after decades of hard work. However, dreaming is not the same as doing, and many people are unable to act

11/21/2022

As far as estate planning is concerned, a fiduciary is a person, professional, or organization that has been appointed to act in the best interest of

10/24/2022

Digital footprints are unavoidable nowadays. From social networks, seller accounts, financial utility, and medical accounts nearly everybody has a

10/03/2022

Although there are some similarities between revocable and irrevocable trusts, their purposes in your estate plan are different. Both can substitute