The average American family has changed a great deal over the last few decades. The assumption that a couple will share finances, tax obligations, and a last name is one that does not necessarily apply in the 21st century. There are more options than ever before to keep your finances, identity, and future plans separate. […]
If you think you only need to create Discretionary Lifetime Trusts for young, troubled, or financially inexperienced beneficiaries, then think again. In this age of frivolous lawsuits and high divorce rates, discretionary lifetime trusts should be considered for all your beneficiaries, minors and adults alike. What Is a Discretionary Lifetime Trust? A Discretionary Lifetime Trust […]
Planning ahead has obvious benefits. Whether you’re planning a vacation or researching for a job interview, it’s always smart to outline your priorities and anticipate potential challenges that may arise. Planning your estate has similar benefits. With plans clearly established, your wealth and assets are protected should you pass away or become incapacitated. It’s important […]
Five words no one ever wants to hear from their doctor: “Get your affairs in order.” Unfortunately, 58 percent of Americans do not have a will or trust, and it often requires a chronic disease or terminal illness diagnosis, or other life-changing event to prompt the estate planning process. Talk to your attorney about completing […]
