» Trusts

Planning for the future, especially your own mortality, is never easy. Even when you understand the importance of creating a will or trust to protect your loved ones, finding the motivation to complete an estate plan can be difficult. Yet an unfinish… Read More

In our previous article, we explored actionable strategies for initiating the estate planning conversation with your parents, emphasizing the importance of early and open communication. However, opening the door to these discussions also means ensuri… Read More

Losing a loved one is challenging enough without added complications. One way you can take some of the pain out of administering your estate is by preparing a death box, also called a death binder, next-of-kin box, or legacy folder. It serves as a ce… Read More

A pot trust (also called a “children’s trust”) is a way to hold money and property for a group of beneficiaries, usually children or other family members, in one shared trust. Instead of dividing everything into separate shares righ… Read More

For some people, the term family meeting may not bring to mind a pleasant gathering where everyone shares fond memories and warm feelings. When someone says, “We need to talk,” it often implies that something is wrong or that tough decisions need… Read More

Many people own property in more than one state, such as an ocean-side vacation home or a rental property in a former home state or a timeshare that is owned as a deeded interest. It is important to think about how that property will be handled after… Read More

Your parent has made the difficult decision of disinheriting your sibling from their estate plan. While this decision will undoubtedly land heavily on your sibling, the decision also places you in a complicated position. As the child who was not cut… Read More

Real estate can be owned in several different ways. The form of ownership, or how your real estate is titled, can determine how much control you have over it, how vulnerable your property is to creditor claims and lawsuits, and what will happen to it… Read More