Estate PlanninG
HABLAMOS ESPANOL 888.698.3951

Blog Posts in 2022

All Posts
  • Major Life Events You Should Incorporate Into Your Estate Plan
    Major Life Events You Should Incorporate Into Your Estate Plan

    Life is full of uncertainty, which can create estate planning challenges. Because life changes quickly and sometimes unexpectedly, your estate plan needs to be flexible. You can make changes to your ...

    Read More
  • Does the Guardian for My Child Have to Be a United States Citizen?
    Does the Guardian for My Child Have to Be a United States Citizen?

    Some aspects of estate planning could be uncomfortable, including deciding what will happen to your child if you and their other legal parent die unexpectedly. The odds of this happening are low, but ...

    Read More
  • Hiring a Professional Trustee? Watch Out for These Red Flags
    Hiring a Professional Trustee? Watch Out for These Red Flags

    One of the most important decisions you will make regarding your trust is who will oversee the trust's management when you no longer can (also known as your successor trustee). A trustee's work may be ...

    Read More
  • How to Prove You Were Mentally Competent When Creating Your Estate Plan
    How to Prove You Were Mentally Competent When Creating Your Estate Plan

    While we all want to believe that our family and loved ones will honor our wishes expressed in our estate plan, contests are more common than you might think. Maybe a family member doesn't receive ...

    Read More
  • Think Before You Gift: The Legal Implications of Gift-Giving and Joint Ownership Between Unmarried Couples
    Think Before You Gift: The Legal Implications of Gift-Giving and Joint Ownership Between Unmarried Couples

    Moving in with a partner without getting married is becoming increasingly common. In fact, among 18 to 44-year-olds, the percentage of adults who have lived with an unmarried partner is higher than ...

    Read More
  • Pros and Cons of a Spousal Lifetime Access Trust (SLAT)
    Pros and Cons of a Spousal Lifetime Access Trust (SLAT)

    No one wants to pay more taxes than they have to. That's why many people search for the perfect estate planning tool that will allow them to control as much of their money and property as possible ...

    Read More