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Why Should I Create an Estate Plan?
We've noticed that more people are talking about estate planning and are actually doing something about it. I'm not sure if the increase means a concern about our mortality because of the global pandemic, or it is that people finally have some time to get to the items...
Should I Buy Long-Term Care Insurance?
Whether or not you should buy long-term care insurance is a question we get a lot. The answer is: it depends. This isn't a simple question to answer because there are so many variables, including: Your insurability Your age and resulting cost of the long-term care...
We Must Celebrate Hope
I always enjoy our holiday newsletter as we break from the legal topics and communicate something that is important to us. I will admit I am an "open book" or a what-you-see-is-what-you-get type of person, so I'm usually not hard to figure out, but this newsletter...
Do Beneficiaries of Special Needs Trusts Have Rights?
What happens if a dispute arises between a trustee and a beneficiary? There are five common rights of beneficiaries according to the Uniform Trust Code... A special needs trust is set up to provide money for the care and support of the beneficiary with special needs....
A Critical Decision for Those Who Do Trust-Based Planning
Estate planning has more challenges than most realize, and the biggest challenge (by far!) is just getting your initial estate planning done. One of the critical decisions involved with a trust-based estate plan is who will be the surviving trustee, or the manager, of...
Purchasing a Home With a Special Needs Trust
Buying a house with a special needs trust can be a good move, but you should understand the pitfalls and complexities. For some people with disabilities, homeownership may present a uniquely empowering opportunity. But for many others, purchasing a home through a...
Transferring a Business to the Next Generation
Over the years, one of the biggest challenges for small businesses is finding ways to transfer the value embedded in the business to the next generation. With the busy-ness of everyday operations demanding constant attention, business succession planning often remains...
Don’t Forget the Beneficiary Designation Part of Your Planning
How Important Are Those Beneficiary Designation Forms? "It's all about the assets" can be a very important phrase when ensuring your assets are connected with your estate plan. Although creating the estate plan in the first place is still the most important step,...
Top 7 Reasons to Establish a Special Needs Trust
Special needs trusts (SNTs) can play an important role in helping families plan for children with special needs. Here are some of the most compelling reasons to speak with your attorney about establishing an SNT. 1. Preserve public benefits while enhancing your...
Lessons from Coronavirus: 3 Important Planning Reminders
Not too long ago, in what seems like a galaxy far, far away, life was normal before this pandemic. There are still plenty of questions on when the coronavirus really began, but it didn't dominate our lives until sometime in March 2020, and no doubt the invisible enemy...
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