Good video on inheritance fights from the Wall Street Journal Online. My favorite quote “Nobody owes it to you.”
Choosing Guardians for your Children
Choosing a guardian for your children is an important decision and one that shouldn’t be taken lightly. Every parent hopes to live to see their children lead successful lives, but it’s important to be prepared for the unexpected.
Turkey, Pumpkin Pie and … Estate planning?
Initiate conversation about an important topic in a non-threatening way this Thanksgiving
Wealth, Wills and Less-Than-Frugal Children
The main rule of thumb in leaving money to a child you worry won’t be responsible is to make your wishes and regulations clear without seeming distrustful or imposing. Make sure the children have professional financial guidance, but let them feel involved and independent.
Should Your Special Needs Trust Own a Home?
Your answer is unique to your own personal circumstances. But, according to the Special Needs Alliance, there are several factors to take into account when making the decision to ensure you do what is best for you and your loved ones.
Expenses that should not be paid by the Special Needs Trust
Some items are not appropriate for the trustee of a special need trust to pay for
Tax tips for disabled adults and parents of disabled children
The IRS has issued tax tips for disabled folks and those who care for them.
Estate Tax Deal – Chill on Estate Planning?
Some planners think the higher exemption will result in even fewer people creating an estate plan. Read more here.
16 Things to do Before You Die
Good article on getting organized from the San Francisco Chronicle.
Anatomy of a Trust
What is a trust? What does it look like? First, a mini definition – a trust is a legal arrangement where one person or entity (trustee) holds and manages assets for another person (beneficiary). For more information on trust basics, click here. Trusts come in a wide variety of flavors, but have some common characteristics:…
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