3 Ways To Estate Plan When Remarried
Determining Your Goals And Priorities 1. Tax savings – Estate planning allows you to establish order of priority and plan according to your specific needs, allowing…
Trust Administration
Representing Successor Trustees of a Trust The most common estate planning tool is a revocable living trust that transfers assets at death to designated beneficiaries….
Medical Directive –Documenting Your Final Wishes
Facing our own mortality is an arduous task, perhaps one of the most difficult challenges we will ever encounter. Nevertheless, if we desire a meaningful…
Trustee Fees—How Much & Who Gets Paid?
When someone passes away with a trust, their assets and property must be distributed according to the terms of the trust. The person who is…
You Have A Will: Is That Enough?
Roughly half of all Americans don’t have a will, so if you’ve already taken this vital step to protect your assets and successors then congratulations…
6 Step Estate Plan For You And Your Parents
Step 1 – Make A Record Of Your Emergency Information Keeping your important information organized and accessible is essential for moments of crisis. Documenting digital…
How Doctors Can Avoid Mistakes When Protecting Their Assets
Physician asset protection plans require thoughtful consideration. Unfortunately, there are some foreseeable errors that can put doctors at risk of medical malpractice lawsuits and other…
Petition for Probate
Transferring Assets Worth More than $184,500 Whenever all the property owned by the decedent is worth more than $184,500 (for date of death after April…
How To Avoid Or Deal With Probate
To ensure that our hard-earned money is passed on to the ones we care about, and not lost in excessive probate fees or tied up…
