Items and Issues You Cannot Keep Private with a Living Trust

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Items and Issues You Cannot Keep Private with a Living Trust

One of the top benefits of a living trust is that, unlike a will, the trust does not have to be filed with a court at any time before or after your death. Therefore, the majority of its contents are never made public. In addition, the probate court does not have any supervisory powers over […]

Planning Your Estate After Being Diagnosed with Dementia

When you receive a dementia diagnosis, getting your estate plan in order may the last thing on your mind. However, it’s something you need to take care of while you still have the capacity to do so. Dementia leads to the deterioration of cognitive function. As the baby boomer generation reaches old age, the number […]

Tips for Protecting Children with Disabilities in Your Estate Plan

If you are the parent of a child with a disability, you must ensure you can continue looking out for your child’s best interests, even when you are no longer here. Without the proper stipulations in place in your estate plan, your child with special needs or disabilities could be left vulnerable. Below are some […]

Potential Estate Planning Effects of the Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act, signed into law by President Donald Trump at the tail end of 2017, has wide-ranging implications when it comes to taxes, divorce and estate planning. High-wealth individuals and families benefit the most under the estate planning-related provisions of the law. Therefore, if you have a large, valuable estate, it’s […]

Putting Stocks or Bonds into a Trust

Transferring stocks and bonds into a trust is possible, but it takes some time and know-how, which means you should seek the assistance of an experienced estate planning attorney to do it correctly. You will need to be mindful of both state and federal laws, along with any specific requirements established by the issuer of […]

Common Reasons People Tend to Think They Don’t Need Financial Power of Attorney

A power of attorney for finances can be an extremely useful estate planning tool. However, many people mistakenly believe they do not actually need it. Below we review some of the most common reasons people tend to think they don’t need a financial power of attorney — and why they are likely to be wrong. […]

Tips for Choosing a Long-Term Care Facility

Nearly half of all women and a quarter of all men over age 65 will at some point enter a long-term care facility or nursing home. While many of these stays are short to allow for a supervised recovery from an injury or illness, other stays are for extended periods of time. More than one-third […]

Why You Need to Make a Will if You Have Children

While just about anyone benefits from creating a will, it’s an especially important step to take if you have children. Below are just a few reasons why: You can select guardians for your children: This is perhaps the best reason to prioritize estate planning if you have children. If the worst should happen, you will […]

Estate Planning Lessons from the 2017 Hurricane Season

The 2017 hurricane season was brutal for Floridians, especially those who were directly in the path of Hurricane Irma. Many people were forced to evacuate their homes. While the storm did not end up being quite as devastating as was initially predicted, there was still a lot of destruction left in its wake. The storms […]