Posts

A testamentary trust is a type of trust that’s created through a will and only goes into effect after the person who made the will (the testator) passes away. Unlike a living trust, which is established during a person’s lifetime, a testamentary… Read More

Planning for the future means making sure your wishes are clearly documented. With estate planning, two critical documents often cause confusion: a last will and testament vs. living will. While both serve essential purposes, they address entirely di… Read More

As we age, planning for the future becomes increasingly important. The decisions and costs associated with extended care can place significant stress on individuals and their families if a plan isn’t in place. Long-term care planning is a thoughtfu… Read More

Due to the rising healthcare costs for older adults, Medicaid planning is crucial when it comes to having access to long-term care. However, because of the stringent requirements and legal implications associated with meeting the eligibility criteria… Read More

A trust is an estate planning instrument that allows you to transfer assets to the beneficiaries of your choice in the manner that you wish. However, it’s essential to be aware that a beneficiary doesn’t always have to be a person — it can also… Read More

When it comes to estate planning, there are many unique considerations for blended families. While you might wish to provide for both your children and stepchildren (and sometimes even a former spouse), it’s essential to understand the legal requir… Read More

Estate planning encompasses much more than what will happen to your assets when you pass away. It also empowers you to make choices about the healthcare you would like to receive (or not receive) if you cannot make these decisions for yourself. Impor… Read More

Estate planning doesn’t only involve planning for the distribution of your assets after your passing — it also has to do with planning for incapacity. While accidents or the unimaginable can happen at any time, one of the most important documents… Read More