Articles

We wanted to share a blog post from a friend of ours.  Thomas Glascock is an estate planning attorney out of New York. We work together in the National Network of Estate Planning Attorneys to help each other create estate…

If you are unmarried and have no children, you are probably not financially responsible for anyone else. Does this mean you are exempt from having an estate plan? The answer is a resounding no. You still need to have a…

If you are a caretaker for a loved one with special needs, you may be concerned about what will happen to them if you were to suddenly become incapacitated or pass on. This concern is perfectly understandable. You want to…

This is a common question we hear. Read on for information to help figure out whether you need a trust and, if so, what kind fits your specific situation. For example, maybe you have a disabled child and you want…

Many people have heard of properly “funding” their trusts. What does this mean? When I speak to clients I give an analogy about what a trust is. I tell them that a trust is like a big suitcase. If you…

Trusts have been used for decades as an effective estate planning tool to avoid the cost and hassle of probate and ensure your assets are properly managed for the benefit of your beneficiaries. There are a myriad of ways a…

One of the primary benefits of creating an estate plan is taking a level of control over your future and how your assets will be distributed to your loved ones. An effective estate planning strategy for creating this type of…

A question asked by some clients is whether they should name a trust as a beneficiary to their Individual Retirement Account (IRA). The answer depends largely on your specific circumstances. There are some potentially beneficial reasons for leaving IRA funds…

It is a common scenario couples find themselves in – you and your spouse create an estate plan leaving everything to each other and then to your minor children. A few years pass and you wind up getting a divorce.…

In 2016, the 21st Century Cures Act was signed into law. This sweeping piece of legislation was drafted to help address a myriad of issues in medical research, the advancement of experimental medications, and mental health protocols. The law provides…