People often ask us: “When is the best time for estate planning?” The best answer to that question is: Before you die, or become incapacitated! If you can tell me when you are going to die, I can tell you the ideal time to engage in the art and science of...
These three asset protection tips can help physicians, business owners, and other professionals protect their assets from various types of creditors. Whether you are a physician or not, you probably know that the practice of medicine is a profession fraught...
A special needs trust, sometimes called a supplemental needs trust, is designed to provide a person with a disability the funds to enhance her quality of life while at the same time allowing her to remain eligible for needs-based public...
There are several reasons why you should update your trust or perhaps your entire estate plan. While estate planning documents do not necessarily have a shelf life, they may not fulfill your goals when your circumstances change. You cannot avoid the need to update...
What’s the impact of midterm elections and estate planning? Estate planning is meant to be an ongoing process, not a one-time transaction. In the same way that you never stop budgeting, saving, and investing as you go through life, it is also sensible to see...
Estate planning is about protecting what’s important to you. Although much of the traditional estate planning conversation focus on surviving spouses, children, grandchildren, many pet parents wonder about what could happen to their “feathered children” after their...
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