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Schedule Your Free Consulation06
Mar
3 Famous Pet Trust Cases and the Lessons We Can Learn from Them
Not long ago, pet trusts were thought of as little more than eccentric things that famous people did for their pets when they had too much money. These days, pet trusts are considered much more mainstream. For example, in 2016, Minnesota became the fiftieth state to legally recog...
View MoreCategories: Estate Planning Trusts
06
Mar
A Trust for Fluffy or Fido? Why Every Pet Parent Needs to Consider a Pet Trust Today
Estate planning is about protecting what is important to you. Although much of the traditional estate planning conversation focuses on surviving spouses, children, grandchildren, and charities, many pet parents wonder what could happen to their “furry children” after...
View MoreCategories: Estate Planning Trusts
06
Mar
Are You Ready to Celebrate National Make-a-Will Month? Empower Yourself with Peace of Mind This Month
Which Will Would You Choose? If you or your loved ones have not yet created a will, you are not alone. In fact, according to a recent survey, not having created a will puts you among the majority of Americans. Like many Americans, you may wait for a major life event to occur befo...
View MoreCategories: Estate Planning Taxation Trusts
25
Mar
Happy National Make-a-Will Month: Help Your Clients Celebrate with a Great Plan
A Financial Advisor's Guide to Navigating Different Types of WillsAdvisors should understand why most Americans do not have even the most basic estate plan in place. Advisors should also pay attention to the validity of wills for those people who do have a will or are enga...
View MoreCategory: Advisors
06
Mar
The Power of Purpose: Unveiling the Impact of Charitable Giving
Compared to residents of other wealthy nations, Americans are more likely to give their time and money to help others. In 2023, the United States ranked ninth in per capita gross domestic product (GDP) but fifth on the World Giving Index rankings. Polling shows that Americans tru...
View MoreCategories: Charitable Planning Estate Planning
06
Mar
Are Pensions Treated the Same in Your Estate Plan as Other Retirement Accounts?
The first private pension plan in the United States was established in the late 1800s. Through 1980, nearly 40 percent of Americans were covered by a traditional employer-funded pension. But employer-provided retirement plans have now largely shifted to retirement savings vehicle...
View MoreCategories: Estate Planning Medicaid Trusts
06
Mar
Passing the Torch: Smart Business Succession Strategies
For many business owners, their business is one of the most valuable and important things they own. When it is time to sit down and create an estate plan, it is critical that business owners plan for their business just as they would plan for their home or finances. Effective bus...
View MoreCategories: Business Planning Estate Planning Trusts
06
Mar
Intrafamily Loans and How They Work
An intrafamily loan is a financial arrangement between family members—one who is lending and another who is borrowing. An intrafamily loan may be used to help a family member who needs money for a number of reasons:● buying a home● funding or purchasing shares in a busine...
View MoreCategories: Elder Law Estate Planning
06
Mar
Who Will Care for Your Child When You Cannot?
As a parent, you are responsible for the care of your minor child. In most circumstances, this means getting them up for school, making sure they are fed, and providing for other basic needs. However, what would happen if you and your child's other parent were unable to car...
View MoreCategories: Estate Planning Trusts
06
Mar
What to Do When a Disability Throws Your Estate Plan into Chaos
As poet Robert Burns mused centuries ago, the best-laid plans of mice and men often go awry. Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency in life. A car accident, sudden illness, workplace injury, or chronic medical condition can forc...
View MoreCategories: Estate Planning Medicaid Trusts
