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Want to Disinherit Someone? This Is What You Need to Know
June 18th, 2025
Do Not Let Your Money and Property Go to the State: Why You Need an Estate Plan so any Unclaimed Property Does Not Escheat
June 11th, 2025
Three Asset Protection Tips You Can Use Now
June 4th, 2025
A common misconception is that only wealthy individuals and people in high-risk professions, such as doctors or lawyers, need an asset protection plan. However, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tena…
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Five Reasons Uncle Bill May Not Make a Good Trustee (and Maybe a Corporate Trustee is a Better Choice)
May 28th, 2025
If you have created a trust that you intend to last for decades, choosing the right trustee is critical to ensuring the trust’s longevity and ultimate success. Initially, you may think that a family member (for example, Uncle Bill to your children,…
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How an Inheritance Can Help with Loved Ones' Educational Costs
May 21st, 2025
HIPAA: An Overview for Young Adults
May 14th, 2025
The Federal Health Insurance Portability and Accountability Act of 1996 (HIPAA) was enacted to provide guidelines to the healthcare industry for protecting patient information and preserving privacy. This is usually a nonissue for minors because pare…
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Be Careful Relying on Life Insurance to Provide for Loved Ones
May 7th, 2025
About half of Americans have a life insurance policy. The primary reason people purchase life insurance is to fund burial and other final expenses. However, a policy can help pay for much more, such as replacing lost income, paying off debts, equaliz…
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Categories: Estate Planning
Where Is the Best Place to Store Your Original Estate Planning Documents?
April 30th, 2025
Should I Include My Unborn Child in My Estate Plan?
April 23rd, 2025
Have a Harmonious Family that Does Not Fight? You Still Need an Estate Plan
April 16th, 2025