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Are Trusts a Good Idea?
August 27th, 2015
To some estate planning attorneys, trusts are the default option. Their wealthy clients generally pass assets to heirs that way. Trusts can keep inherited wealth safe; assets left outright to individuals may be vulnerable to estate tax and divorce an…
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Basic Estate Planning Mistakes You Can Stop Making
August 24th, 2015
Estate planning tends to get pushed to the back burner, as more pressing financial tasks take center stage. But neglecting estate planning is a huge mistake. Estate planning may involve hiring an attorney or financial advisor, but plenty of people ma…
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Giving Up a Million Dollar Inheritance?
August 21st, 2015
If you stand to inherit millions of dollars, the first thought to cross your mind is most likely not going to be that you should give it up. That will not cross most people's minds at all. However, in some cases, giving up the inheritance is the…
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Financial Help for Caregivers
August 10th, 2015
Becoming a caregiver can result in many challenges; communicating with doctors, managing your time and your parents’ health, and just as importantly, their financial welfare. According to the National Caregiver’s Library website, (www.caregiversl…
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Categories: Aging Issues, Estate Planning, Long Term Care, Medicaid, Power of Attorney, Special Needs, Trust Funding, Will
What Goes Into an Estate Plan?
July 29th, 2015
You might know that an estate plan contains more than just a will, but do you know what other documents it contains? Every estate plan is different. And different people and families have different needs. Thus, what is in one person's estate pla…
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Wells Fargo Ordered to Pay for Committing Trustee Fraud
July 22nd, 2015
When creating a large trust, especially one for a minor child, it is often a good idea to use the services of a professional trustee. Many banks, both large and small, offer the service. However, there is no guarantee that professional trustees will…
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Are Smaller Inheritances a New Trend?
July 17th, 2015
As the baby boomer generation ages, they are increasingly spending a lot of their retirement funds on their children. This might have implications for their estates. Due to demographic changes and changing economic fortunes, older Americans in…
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No Estate Plan for Many Rich People
July 16th, 2015
Recently a survey was conducted of millionaires, the results of which show that a staggering one-third of them do not have any sort of estate plan. While it is advisable that everyone have an estate plan of some sort, the truth is that some pe…
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Desmond Tutu Peace Trust Shut Down
July 15th, 2015
One of the trusts created by retired Archbishop Desmond Tutu was quietly dissolved earlier this year in the wake of a family feud. Desmond Tutu won the Nobel Peace Prize for his efforts to end racism and corruption in South Africa. He is gener…
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Should You Be a Trustee?
July 10th, 2015
It is fairly easy to find online advice about who to appoint to be a trustee. However, there is comparatively little advice for those chosen concerning whether or not they should accept the position. Some things to consider are below. If a friend or…
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