Special Needs? SNT Explained
Estate planning is an important way for every parent to prepare for the inevitable, but it is doubly important for families when special needs children are involved. Future care plans must be carefully thought through,…
Read Moreabout Special Needs? SNT Explained
Gifting Education for the AI Era
As the rise of Artificial Intelligence rapidly reshapes the employment landscape, educational institutions of all kinds are sprinting to respond with next wave learning experiences and “future proof” skill building opportunities. Though much is uncertain,…
Read Moreabout Gifting Education for the AI Era
In Real Life: Proactive Planning and Gifting
The root causes for putting off estate planning decisions are obvious: it’s icky, and fraught with unknowns. Nonetheless, making proactive arrangements for our own care during aging, and for the gifting of assets we are…
Read Moreabout In Real Life: Proactive Planning and Gifting
Adulting: Do You Have An Estate?
Most likely, yes, you do have an estate. Though “estate” tends to conjure a big home, surrounded by gardens and streams, and maybe even a horse or two, an estate is really just the sum…
Read Moreabout Adulting: Do You Have An Estate?
Moving to a New State? What About The Trust?
If you have made an estate plan and established a trust, good for you: a proactive approach to care and asset arrangements for life’s later years is best. Even if you end up deciding to…
Read Moreabout Moving to a New State? What About The Trust?
Family Harmony: Avoid Ambiguity
Thoughtful estate planning can accomplish so much. Through estate planning we can address our own financial and care needs in preparation for aging. We can target assets to give to others, and ensure they are…
Read Moreabout Family Harmony: Avoid Ambiguity
Preventing Legal Challenges To Estate Plans
Unusual decisions. Secrets. The sudden, intense involvement of new friends. Suspicion of undue influence. These are the kinds of circumstances that can lead to a will or trust being legally challenged. Then too, more ordinary…
Read Moreabout Preventing Legal Challenges To Estate Plans
What Is Probate Litigation?
Simply put, probate litigation is a legal contest about the assets and affairs of someone who has died. Probate litigation can also result from conflicts over the best interests of an individual experiencing a capacity…
Read Moreabout What Is Probate Litigation?
Good Idea: Successor Trustee
Many people find that establishing a trust is a great approach to estate planning. Trusts can be set up to accomplish a variety of goals both during our lifetimes and after we die. When creating…
Read Moreabout Good Idea: Successor Trustee