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What If Your Spouse Refuses Estate Planning?

I’m looking for guidance on where to start with planning, in case something happens to me or my husband.

Posted on: August 12, 2022

Should I Use a Special Needs Trust?

A special needs trust is a popular strategy for those who want to help someone in need without risking that the person will lose their eligibility for programs that require their income or assets to remain below a certain limit.

Posted on: August 11, 2022

Can Beneficiary Designations Be Challenged?

Retirement accounts fall into a category of assets that pass to heirs directly outside of the will and are not subject to probate. That is, if the paperwork is in order.

Posted on: August 10, 2022

Why Do I Need a Will?

There’s always plenty of time to get your affairs in order, until you get run over by a cement truck.

Posted on: August 9, 2022

Why Is Valerie Bertinelli’s Ex Challenging Their Pre-Nup?

Valerie Bertinelli is responding to Tom Vitale's challenge of their premarital agreement.

Posted on: August 8, 2022

Can You Leave an IRA to a Beneficiary?

Maximize the impact of your legacy and make sure it supports the people and causes that are most important to you.

Posted on: August 5, 2022

How are Capital Gains in Irrevocable Trust Taxed?

Investors use irrevocable trusts to protect their assets from creditors, lawsuits and estate taxes. However, when you sell a home in an irrevocable trust, that can complicate your tax situation.

Posted on: August 4, 2022

What are Alternatives to Guardianship?

We all want to protect vulnerable people from harm. However, taking away all their rights usually isn’t the place to start. Instead, there are several less severe options that could be the right way to go.

Posted on: August 3, 2022