While many assume that a will or trust signed in an attorney’s office is valid, such is not always the case. Attorneys who do not specialize in estate planning may be unfamiliar with the formalities required to make a will or trust legally valid in their state.
Imagine spending thousands of dollars on an estate plan to protect loved ones, to find that no true protection exists. Unfortunately, this occurs on a regular basis. In fact, millions fall prey to estate planning scams each year. According to a report conducted by the U.S. Consumer Financial Protection Bureau of people ages 50 and over, victims […]
Name someone to serve with you. This familiarizes your co-trustee with your trust. It also teaches your partner about the way you want the trust to operate. What’s more, it lets you evaluate your co-trustee’s abilities.
Part 1 of a 2-Part Series Low-interest rates led to record-breaking mortgage refinancing across the country. Millions of homeowners are scrambling to refinance their home loans before the end of the year. After all; even a few tenths of a percentage point of interest, paid monthly for 30 years, significantly reduces the amount of interest […]
Everyone eventually dies. To help you make things easier for your loved ones, please call our office to schedule a consultation with one of our experienced attorneys.
Chadwick Boseman died at the age of 43, after a four-year battle with colon cancer. Boseman kept his cancer diagnosis a secret for four years, working on projects such as the Black Panther in the Marvel Comics Avengerfilm franchise.
A financial advisor helps consumers think through long-term financial goals. For example, they may successfully eliminate debt, establish emergency funds, or set up a retirement account.
Exercise offers myriad health benefits. It helps prevent and/or manage health conditions such. These include diabetes, high blood pressure, arthritis, stroke, many types of cancer, and obesity.
After your child dies, remember to update relevant estate planning documents.
A generation-skipping trusts allows you to distribute your money and property to your grandchildren, or even to later generations, without taxation, by using your lifetime exemption to offset any tax that could be due.
