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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...
What Do I Need to Change as a Result of The SECURE Act
The SECURE Act is now law, and clients along with advisors are learning how to adapt to the fundamental change. Like any law, the corresponding IRS regulations are not complete yet, and when they are complete we hope a few of the current unanswered questions from the...
Love and Remarriage in Retirement
Finding Love in Your Later Years Calls for Planning Finding love and companionship again in the later part of life can be wonderful, but it can also be very complicated. Taking the plunge without proper planning can have tremendous negative consequences. About 50% of...
What You Need to Know About the SECURE Act
The SECURE Act is Now Law -- The Changes are Significant Estate planning should never be considered a one-time event. In reality, an individual's estate plan must continually adapt to changes in their lives and changes to the law. Laws change all the time, but often...
How Do I Give a Financial Gift to a Loved One With Special Needs?
There are some things you need to know before giving a financial gift to a loved one who has special needs. The end of the year is approaching and the holidays are about to be in full swing. With that comes a time of gift-giving for family members. These gifts can be...
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