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How Do Special Needs Trusts Work?

Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.

Posted on: July 13, 2022

What Happens to Investment Accounts when Someone Dies?

What investment powers does a personal representative in a probate or a trustee in a trust administration have to manage the decedent’s assets?

Posted on: July 12, 2022

What Is a TOD Beneficiary?

The primary advantage of naming TOD beneficiaries for your accounts is that it can make the inheritance process much simpler, faster and less expensive.

Posted on: July 11, 2022

How to Know If a Last Will Is Invalid

When considering whether to contest a decedent’s Last Will and Testament, an individual should consider whether red flags might be present which may point to a successful basis to challenge a disputed Will.

Posted on: July 8, 2022

What Do I Need to Do Right after Spouse Dies?

Losing a loved one is never easy, even if you were anticipating the loss. During the hours and days following the death of a spouse or a close family member, you may be in shock and you will likely be disoriented, emotional and feeling like you’re in a constant fog.

Posted on: July 7, 2022

Does ‘Gray Divorce’ Fit into Estate Planning?

“Gray divorce” — the unfortunately named term for divorce after age 50 — is increasing among baby boomers.

Posted on: July 6, 2022

What Is a Digital Estate Plan?

It’s not pleasant to think about death or a medical emergency that could put you out of commission, even temporarily. However, one of the greatest gifts you can give to a loved one is preparing for those scenarios.

Posted on: July 5, 2022

Senior Second Marriages and Estate Planning

More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.

Posted on: July 4, 2022

Can a Family Limited Liability Company Reduce Estate Taxes?

These vehicles let a family manage multiple interests, preserve parental control and protect assets from claims of creditors and divorcing spouses, among other benefits.

Posted on: July 1, 2022