Many people believe that once they set up a revocable living trust and change the ownership of their accounts and property from...

Approximately 75% of Americans do not have a basic will. Many of these individuals also have children under 18, highlighting a common...

Contrary to what many think, most personal debts aren’t simply erased after death. Generally, an estate is responsible for settling any...

What Is Asset Protection Planning? Asset protection planning uses legal structures and strategies to safeguard assets (accounts and...

Trusts are widely used in estate planning to protect and transfer a person’s assets (money, accounts, property, etc.), sometimes in a...

Co-Ownership is on the Rise Whether the reason for home co-ownership is affordability, companionship, shared responsibilities, investment...

Many believe that once they set up and fund a revocable living trust, property held in the trust will completely avoid federal estate...

If you have been appointed as the executor or personal representative of a deceased loved one’s probate estate, or if you are stepping in...

The phrase “power of attorney” means very little. Even for those educated on the subject, it is easy to forget exactly who serves what...

Estate planning is essential for everyone, regardless of wealth, age, marital status, gender identity, or sexual orientation. For LGBTQ+...

Planning for your special needs child’s or grandchild’s future is essential.

The Federal Health Insurance Portability and Accountability Act of 1996 (HIPAA) was enacted to provide guidelines to the healthcare...

An asset owned as JTWROS is owned by at least two people, with each person having an equal right to the account or property.

"Once it's on the internet, it's there forever" . This saying is used as a warning that what we put online may come back to haunt us,...

Comprehensive estate planning involves more than just planning for your legacy after your death, avoiding probate, and reducing taxes....

As of 2023, 66 percent of US households own a pet. [1]  A Forbes Advisor survey of more than 5,000 dog owners found that 41 percent of...

Creative Uses for Life Insurance According to a new study from LIMRA and Life Happens, two nonprofit industry trade associations, a...

As a new mother, you naturally want to ensure your new baby’s future in every way. For many new mothers, infancy is a time for...

Confused about the differences between a will and a trust?  If so, you are not alone. While it is always wise to contact experts like us,...

Why might someone consider disinheriting a child? People consider disinheriting a child for various reasons. A parent may have an...