Your estate plan is one of the most important legal tools you will ever create. It is designed to protect you, your loved ones, and your money and property. A well-crafted plan can reduce taxes and fees while ensuring your family is cared for. Depending on the tools you use, it can also keep your […]
Have you just welcomed a new baby to your family? Protecting your newborn means more than car seats and babyproofing. Creating an estate plan to protect your child no matter what life brings is an often overlooked, but important step to complete. Many people delay establishing an estate plan. They delay due to lack of […]
The term homestead may seem like a throwback to pioneer days, but homestead exemption laws are directly relevant to today’s estate planning and can play a valuable role in a modern plan. Almost every state has some form of homestead exemption law primarily focused on reducing property taxes and protecting home equity from creditors. While the […]
If you have a revocable living trust, you probably named yourself as the initial trustee so that you can continue to manage your financial affairs. However, someone else will eventually need to step in to administer your trust when you are no longer able to act due to incapacity (the inability to manage your affairs) […]
