Artificial Intelligence (AI) has been rapidly impacting education and the workforce with users using a variety of platforms, such as ChatGPT, CoPilot, Gemini, and other large language models. These tools have led to the expansion of learning opportunities available at one’s fingertips. By using AI to generate questions for your initial estate planning consultation, these […]
Estate planning is an exercise in anticipating potential future events that could affect your plans for what happens if you become incapacitated (unable to manage your own affairs during your lifetime) and how your assets (property and accounts) will be handled after your death. Most folks will say the more prepared, the better. But when […]
A home is often one of the most important assets that people own. Therefore, most people want to stay in their home until they die and then have a loved one receive it. One common way to pass a home to loved ones is through a will. However, transferring real property with a will requires […]
A Third-Party special needs trust (SNT), sometimes known as a “Supplemental Needs Trust”, allows an individual to provide for a disabled beneficiary without jeopardizing the beneficiary’s eligibility for needs-based government benefits. These SNT funds can generally be used to pay for almost anything that falls outside the basic support that programs such as Supplemental Security Income […]
