Most people don’t sit around thinking about what will happen if they become incapacitated, but you’re missing out on a major purpose of estate planning if you don’t take the time to consider that possibility. Part of having your estate plan in order involves making...
Estate Planning
Why do you need a special needs trust?
If you have a loved one with special needs, you need to tailor your estate plans accordingly to ensure they will be well taken care of when you are gone. It means looking beyond a traditional will. Here is why. A lot can go wrong with a will. Your loved one may lose...
It’s time to think about digital estate planning
If you’re like most Americans, you spend a considerable amount of your time online. Take a moment to think about how much of that time is spent on sites that require a login. Think about every account that is linked to your name and could potentially affect your...
3 reasons business owners may use trusts in their estate plans
If you own a successful business, the financial worth of your company may be significantly higher than any of your other personal assets. Retirement accounts and even real estate may pale in comparison to the true value of a successful business. The company that you...
The basics you need to know about revocable living trusts
Your estate plan might include a variety of documents, including a will and an advance directive. You might also create a trust. There are many different kinds of trusts that can serve different purposes, depending on your estate planning goals. A revocable living...
What if an heir or another beneficiary can’t be located?
These days, it’s typically easy to locate an old high school or college buddy, a neighbor from your childhood or just about anyone you need to reconnect with. If someone really can’t be found, it may be that they don’t want to be. Sometimes, estate executors are...
How trusts protect your family wealth
The estate plan you make now will help determine the fate of your family's wealth. Therefore, if you want future generations to benefit from the family fortune, you must plan accordingly. An irrevocable trust can help you achieve that and ensure that the family's...
Your health care power of attorney should be prioritized
Most people think of their estate plan as something that comes into the picture when they pass away. While it’s true that most of the plan won’t go into effect until then, part of it can help you if you’re incapacitated. The health care power of attorney form is one...
Avoid these common errors when establishing a trust
Trusts are an essential part of any estate plan, and it is crucial to make sure that you set them up correctly. If you’re not careful, you could end up with a trust that is not valid and does not serve its intended purpose. Outlined below are some common mistakes...
3 important considerations for estate-planning vineyard owners
Your vineyard may be the result of a long-held dream come true after decades of hard work, or it may be a legacy passed down through your family for generations already. However you acquired the vineyard, you may have specific intentions for the property and the...

