In part 1 of this article we discussed the general categories of testamentary trusts, revocable and irrevocable living trusts, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, Grantor Retained Interest Trusts, and Qualified Personal Residence Trust. (cli...

Trusts are a valuable part of an estate plan. They are artificial entities that are set up to accomplish more complex goals than simple estate planning documents can accomplish. Trusts for estate planning can be broken up into two general categories, living or testamen...

When we analyze our estate planning goals, we find that we can accomplish many of them through the use of basic estate planning documents. But for some more complex goals, we need to go past the basic estate planning documents and use more complicated estate planning t...

In our previous article we began a discussion on good times to begin an estate plan. (Click here for Part 1 of this article) In that article we talked about the value of estate planning while in a long term relationship or after getting married. In this article we will...

Estate planning is a valuable process that everyone should complete. Many think that estate planning is only for the rich, but this is not the case. Wealthy people use estate planning to minimize estate tax, to transfer assets and businesses efficiently, to donate to c...

A divorce proceeding is almost always a terrible situation. A marriage is ending, the parties are hurting, and they know how to hurt each other more. Contested divorces can become messy fast, especially when children are involved. This messiness can stretch out the pro...

In this, the final article of our Financial Power of Attorney (FPOA) series, we will be providing you with some helpful tips to help you get a FPOA that best accomplishes your goals, and to help you avoid any of the issues that can arise with these documents. A FPOA is...