How to Choose a Trustee - Choosing a trustee to manage your estate when you are gone is an important decision, and one that should not be taken lightly. Depending on the type of trust you are creating, the trustee will be in charge of overseeing your assets and the assets of your loved ones. Most …
How Divorce Affects Your Estate Plan
How Divorce Affects Your Estate Plan - While your divorce is ongoing, make sure to meet your legal obligations to your spouse while exercising as much control over your assets as possible. Financial law is full of provisions designed to protect your property if anything happens to you, which is just …
How to Minimize Long-Term-Care Premiums
Do you need help structuring your estate to manage future long-term-care premiums? Let us help! Choosing the right benefit period plays a big role in how much you'll pay for coverage. How long is the average stay at a nursing home and at an assisted-living facility? That information would …
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How to Choose the Right Trustee for Your Estate
Need help deciding how to structure your trust and choosing the right trustee? Let us help! Who is the right person to watch out for your interests after you're gone: A family member, a member of your financial team, a bank, a professional trustee? To find the right answer, ask yourself the …
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Worried about Your Child’s Inheritance If They Divorce? A Trust Can Be Your Answer!
Want to make sure your children's inheritance is protected in case of divorce? Let us help! You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your kid’s future ex, here’s what you should do. I recently met with …
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