Posts Categorized: Estate Planning

What Is a Supplemental Needs Trust?

When you are looking through your inheritance list you should consider the life situation of each person that you are going to be including. There are different ways to transfer assets. The best course of...

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Understanding the Duties of a Trustee

Do you know what a Trustee is? More importantly, do you know what a Trustee does? Understanding this very important aspect of estate planning will help you protect your family and your finances after you’re...

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Charitable Giving: Do Your Research

Charitable giving can be a very valuable part of your estate plan. There are thousands of charities out there that could use a boost, but if you’re wise you will do your research before making...

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Are Trusts Exclusively for the Rich?

Most people are aware of the existence of trusts, but many assume that these legal devices are only useful for people who are wealthy. This is a misconception. Let’s look at some of the facts....

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Roth IRAs Have Estate Planning Value

It seems pretty straightforward that an individual retirement account is intended to provide assets to be utilized during retirement. However, a certain form of IRA can also have value when you are planning your estate....

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