A trust is a written agreement between a grantor, the person who establishes the trust, and the trustee appointed to manage and administer it. In a revocable living trust, the grantor will typically also serve as the initial trustee. A grantor will name a successor trustee to manage the trust when they can no longer […]
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Congratulations! If you’re reading this, you’re probably starting or have recently started a new job. The onboarding process can be intimidating, especially when it comes to reviewing employee benefits and your options. As human resources sends you form after form, it is critical that you carefully review them to ensure that your choices reflect your […]
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Children are born inside and outside of marriage every day. Historically, both society and the law treated a child born outside a marriage unfairly. They had no right to inherit from either parent, in many cases. Eventually, children had the means to inherit from their mothers, but rarely their fathers. In the late 1960s, the […]
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The chances of a married couple dying in the same accident or within a short period of time are probably quite low. It does, however, occur. And it happens often enough that most states have laws in place to address the issue and the problems that can arise as a result of both partners dying […]
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In honor of Teacher Appreciation Week, which takes place the first week of May, we’d like to thank you for your time and dedication to teaching the next generation. You provide the necessary foundational knowledge to ensure the success of tomorrow’s leaders. Estate planning documents are an essential piece of planning for your success. The […]
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May is considered National Home Remodeling Month. It makes sense as spring is frequently associated with cleaning, making updates, completing projects, and cleaning out any accumulated winter dirt. Perhaps, you have completed those chores, and your home is in great shape. Do your estate planning documents need to be remodeled? Estate planning is a topic […]
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Handling the final affairs for a loved one can be overwhelming, especially after an unexpected death. Selling your loved ones real estate may be one of those tasks. Seeking the help of a real estate agent is essential, but before you make that call consider some of the key issues you may come across. Determining […]
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Darnell and Laura have a 23-year-old daughter with special needs. Their daughter, Louisa, works as an aid at a local Goodwill store. She is proud of her job and earnings, but Darnell and Laura know Louisa will not have the capability or the financial means to care for herself when they are no longer here. […]
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Jessica Graham is meeting with her estate attorney to learn more about her role as the successor trustee for her father, John’s, revocable living trust. Jessica has been a partner in her father’s marketing business since she earned her MBA five years ago. John inherited money from his parents, which he has invested very well […]
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There are key events in life that should trigger everyone to review their estate plan and financial documents. One such event is the death of a loved one. After a loved one’s death, the first priority is to care for yourself and your family members as you grieve the loss. As life gradually returns to […]
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