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Mar
When a Trustee Becomes a Burden: Knowing When to Remove Them
The role of trustee carries significant responsibility. A trustee must not only honor the trust creator's wishes but also manage assets for the benefit of the beneficiaries with accuracy, transparency, and fairness. While being named as trustee reflects confidence and trust...
View MoreCategories: Trusts Legal Advice
11
Mar
How a Directed Trust Can Transform Estate Planning
The idea of one-size-fits-all no longer fits a world where people expect products and services to be tailored to their individual preferences. Customization and flexibility are expected in nearly every aspect of life, and estate planning is no exception. Traditional trusts have l...
View MoreCategory: Estate Planning
11
Mar
Foster Children and Estate Planning: Protecting the Ones You Call Family
A foster child may come into your life through the court system, an agency, or your own extended family. However it begins, the relationship can evolve into a deeply personal bond, making the child feel like a true member of your family. Unfortunately, the law does not always see...
View MoreCategory: Estate Planning
11
Mar
Whom Should You Tell About Your Estate Plan?
Creating an estate plan is often a deeply personal process. After all, how you choose to protect and pass on your money and property is your private business. While your spouse or partner may know the details (especially if you planned together), should anyone else know what&rsqu...
View MoreCategory: Estate Planning
11
Mar
If I Leave Someone My Home, What Do They Really Get?
For many people, their home is their most valuable asset as well as the heart of their family life-a place filled with stories, memories, and meaning. Yet when it comes to estate planning, the law views your home not as a sentimental space, but as a collection of separate p...
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11
Mar
Parental Warning: How Joint Ownership Can Accidentally Disinherit Your Children
If you own your home, other property, or financial accounts jointly with someone (such as a spouse or an adult child), you may think you're making things easier for your loved ones. But depending on how that ownership is structured, you could be setting the stage for seriou...
View MoreCategories: Guardianships Legal Advice
09
Mar
Ancillary Probate: What It Is, When It Happens, and How to Avoid It
Many people own property in more than one state. This might include a vacation home near the coast, a rental property in a former home state, or land inherited from family members. While owning out-of-state property can be beneficial during your lifetime, it can create additional...
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09
Mar
How to Own Your Real Estate: Estate Planning Options for Homes, Vacation Property, and Rentals
Real estate is often one of the most valuable assets in an estate. It may include your primary residence, vacation homes, rental properties, or even undeveloped land. Because each type of property serves a different purpose, the best way to hold title can vary depending on your g...
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09
Mar
How You Title Your Real Estate Matters
Real estate can be owned in several different ways, and the way your property is titled can have significant legal and financial consequences. Your ownership structure affects how much control you have over the property during your lifetime, how vulnerable it may be to creditors ...
View More09
Mar
The Hidden Gender Gap in Estate Planning—and How to Close It
You have likely heard of the gender pay gap. But there is another, less-discussed disparity that also affects long-term financial security: the estate planning gender gap. Although the two are related in some ways-earning less over a lifetime can limit investment opportunit...
View MoreCategory: Estate Planning
06
Feb
Backup Plans Are Loving Too: Why You Need Contingent Agents and Guardians
Progressive Insurance recently rolled out a series of commercials featuring “backup” quarterbacks stepping in to handle everyday challenges, such as ordering food, giving advice, and even parking a trailer. After the “backup” salvages the situation, each c...
View More06
Feb
The Hidden Burden: What It Really Means to be an Executor, Trustee, or Agent under a Power of Attorney
An 80-year-old widower relied on his adult daughter for help with his daily life and finances for more than a decade. During that time, she managed his finances under a valid financial power of attorney, handling savings, pension income, and proceeds from the sale of his home. Wh...
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