How Do I Leave Money to My Child But Not Their Spouse?

March 7, 2019

Parents always work to protect their children, nurture them, and help them to build the best possible future.  This does not stop simply because a child grows up and starts his or her own family.  One of the main goals of estate planning for many people is to leave financial resources to their adult children.  […]

Read More

Perpetual Trusts

March 1, 2019

Estate plans and future stability are fundamentally linked.  One of the main goals of any estate plan is to provide lasting solidity and permanency to the family wealth and stability.  In some cases, these goals are more short-term, such as choosing a guardian for your minor children in the case where you and the other […]

Read More

Do I Need a Will or Trust?

February 13, 2019

Estate planning is an essential step to making sure that your future and that of your family is properly planned and structured.  There are a wide variety of estate planning instruments available, and depending on the precise requirements of your estate, you may need only one of these documents or a dozen.  Wills and trusts […]

Read More

Why Leaving Assets Outright to a Beneficiary Can Backfire

December 24, 2018

The cornerstone of many estate plans is the last will and testament.  Your will provides you with the chance to make sure that your assets are distributed to the particular beneficiaries you name.  Your will is your best chance to tell the probate court exactly how you want your estate handled.  Many people think of […]

Read More

Estate Planning Goals

December 21, 2018

Setting and articulating specific goals is often a key step in making sure you have a firm idea of how you want your future to go.  By setting a goal, you have an identifiable end point, and you can identify what particular steps must be taken in order to make sure you and your family […]

Read More

Pros and Cons of a Revocable Trust

December 20, 2018

Estate plans are as variable and different as the individuals who create them.  Each person will have his or her own goals in mind when crafting the estate plan, and this will mean that every estate plan must be individually crafted.  Trusts are a common element in many different types of estate plans, and there […]

Read More

Advantages of a Revocable Trust

October 26, 2018

When planning for your future, there are a variety of tools and instruments at your disposal to help ensure that you reach your goals.  The most important goals are typically related to helping your family attain financial security.  Estate planning can certainly assist with that goal.  While estate planning can present several different options depending […]

Read More

Choosing the Right Trust

September 14, 2018

Every family is different, which means every family needs a different type of estate plan.  Estate plans can contain a large variety of documents and instruments to help you achieve the vision you have for your family’s future financial security.  Trusts can often be an essential tool to help create the perfect estate plan.  There are a wide […]

Read More

Special Needs Trusts

July 4, 2018

All parents worry about making sure their children are provided for both now and far into the future. Parents work hard to save for extracurricular expenses, daycare costs, and college tuition. Parents of special needs children have even more additional costs to concern them, such as occupational therapy or tuition for a private school to […]

Read More