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Tag: avoid probate

  • Navigating the Sandwich Generation

    Navigating the Sandwich Generation

    It’s hard to believe that we waved goodbye to June and July is quick coming to an end. But beyond the fireworks and family trips, July carries another significance – it’s Sandwich Generation Month. Perhaps you’re familiar with the term “sandwich generation”. It describes someone simultaneously caring for aging parents and their own children. It’s…

  • Critical Reading: Estate Planning for Parents of Kiddos With Disabilities

    Critical Reading: Estate Planning for Parents of Kiddos With Disabilities

    As an estate planning attorney, my journey has illuminated the paramount significance of crafting comprehensive estate plans, particularly for parents with children with disabilities. Today, we delve into why estate planning is not just a legal necessity but a profoundly compassionate and empowering act. Families with kiddos should consider estate planning as an essential aspect…

  • Understanding Living Trusts

    Understanding Living Trusts

    In the realm of estate planning, one term that often comes up is the living trust. But what exactly is a living trust, and how can it benefit you and your loved ones? What is a Living Trust?A living trust, also referred to as a revocable trust, is a legal arrangement in which an individual…

  • The Basics of Estate Planning and Why It’s Important

    The Basics of Estate Planning and Why It’s Important

    The Basics of Estate Planning and Why It’s Important Estate planning is a crucial aspect of financial planning that often gets overlooked or neglected. Many assume that estate planning is only necessary for the wealthy or the elderly, but in reality, it is important for everyone, regardless of age or income level. In this blog…

  • New Year, New Goals. Create or Update your Estate Plan!

    New Year, New Goals. Create or Update your Estate Plan!

    “I like the dreams of the future better than the history of the past.” —Thomas Jefferson The start of a new year is a great time to reassess your priorities and make positive changes in your life. One important step you can take to protect yourself and your loved ones is to create an estate…

  • Why A Divorced Parent Should Consider a Trust

    Why A Divorced Parent Should Consider a Trust

    Say you have minor kids, you pass away, and you leave money to be used for the benefit of your children (who are now under the full care of your ex). One option is, of course, to leave the money to your kids such that your ex manages the funds while the children are minors.…

  • Do I Need a Trust or Is Just a Will ok?

    Do I Need a Trust or Is Just a Will ok?

    The best answer is: it depends. A trust is a wonderful tool that brings a lot of peace of mind, but it may not be right for your individual situation. What is a trust? A trust is an entity that holds assets for your benefit and the benefit of beneficiaries. The trust document defines the…