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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Many people own real estate in the form of homes, businesses, or investments. In addition, to being a great investment, real estate can double as a personal residence. Investments can be rental, recreational, commercial, or farm properties. How you legally own your real estate has important legal implications on how you can pass real estate […]
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Planning for when you are no longer here can feel emotionally overwhelming. It is a magnificent gift to your family members and other beneficiaries that you are taking the time to consider your options and make an estate plan. Suppose you have chosen a revocable living trust as the best option to protect yourself and […]
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Marci and James are both in the 70s. They have three children and seventeen grandchildren. As Marci looks around their family home, she wonders, “How do I pass my gifts to my family when I die?” Marci and James have a current Last Will and Testament and a revocable living trust. They have an estate […]
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Like many people, you may have put much thought into how best to protect your assets and preserve the value of your financial accomplishments for the benefit of your loved ones. When you establish a trust, someone has to administer and manage it – this article is about deciding who’s the best fit for this […]
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