In the articles section you can find blogs that discuss all areas of Estate Planning. By going to the articles section and reading some of the blogs you are able to better educate yourself on the different products and concepts of estate planning.

Estate Planning includes:

  1. Planning for pass through of assets upon death,
  2. Planning for minors (Setting up guardianship designations or special needs trusts),
  3. Utilizing tax mitigation strategies (for example the current gift tax exemption),
  4. Creating a form of asset protection (from creditors and predators or as a form of marital asset protection),
  5. Setting up healthcare proxies ( giving someone your trust the ability to make healthcare decisions for you in the event you are unable to do it for yourself),
  6. Setting up Power of Attorney (enabling someone to make executive decisions regarding your assets and finances in the event you are unable to and it is necessary),
  7. Medicaid or Retirement Planning (Divesting yourself of assets to qualify for Medicaid or Government subsidies),
  8. End of life planning using living will or last directive (Indicating burial requests and tube feeding or resuscitation in the event it is necessary).

In the articles section we have gone ahead to make it easier for you to find the topic of interest by creating subcategories. Our goal is to make it simple and easy for people to come to our website in order to educate themselves about the different types of trusts for example Revocable Trusts and Irrevocable Trusts or Special Needs Trusts and Supplemental Needs Trusts.

In the articles section you will find the following subcategories:

Estate Planning

In this section you can find a broad stroke of articles/blogs covering all topics related to creating and understanding an estate plan.

Asset Protection

A very common concern for people with families or high risk professions for example doctors, lawyers, policemen, firemen, accountants and so on. Newlyweds seeking marital protection and people with large cash liquidity might also be worried about their exposure and seek asset Protection.

Elder Law

At some point in our lives we are done working and are ready to retire and want to know the best practices for retiring. Here you can learn about pass through of assets, divesting of assets and planning for your final days.

Estate Tax

Here you can learn about tax mitigation strategies.

Guardianship

Here you can learn about assigning guardianship for minors or assuming guardianship over a loved one who is mentally handicapped.

Living Trust

Everyone wants to plan for events while they are alive and not just after death learn more here.

Probate

What happens when someone dies or passes away with a Will.

Revocable Trust

Flexibility when it comes to planning.

Trusts

The different types or forms of trusts and their uses.

Medicaid Trust

Planning for Medicaid and Retirement.

Special Needs Trust

Planning for people with disabilities.

Will

Planning for pass-through of assets.

Will and Trust

Different uses of having both documents a Will and some form of Trust.

If you are shopping around or look for ways to vet an Estate planning Attorney/Lawyer and wish to better educate yourself on the topic the articles section is for you.

Estate Planning for Special Needs Children

Estate Planning for Special Needs Children

If you have a child with special needs, you are already on a unique journey. To ensure your child receives the best care and maximizes quality of life, you should sit down with an estate planning attorney. The process will be much easier and you can guarantee your child receives the best benefits possible! With…

Estate Planning Tips for Seniors

Estate Planning Tips for Seniors

Scenario At 78, tom was staying with his last born son, and as days went by, he became more and more concerned with who will take over his assets. He had a handwritten will well hidden in the attic, and no one knew of the ranch he had bought a few years ago. He was…

Estate Planning for Same-sex Couples

Estate Planning for Same-sex Couples

Surveys show that 10 per cent of LGBTQ couples are married to a same-sex partner. This is an increase of 3 per cent after the high court ruling. This shows that the world has changed rapidly, and as such, same-sex marriages have become common. As an LGBTQ couple, you need to handle so many issues,…

Estate Planning for Differently-abled People

Estate Planning for Differently-abled People

Studies show that more than 15 percent of people aged 5 years and above have special needs. Having a special needs child is not a choice you make – it comes naturally. While you have limited power over disability, you can do things differently to make life better for this heir or beneficiary- from identifying…

Estate Planning for Non-citizens

Estate Planning for Non-citizens

The number of non-citizens in the US has quadrupled since 1965. Studies show that non-citizensn in the US reached a record 44 million in 2017. While you might find it pleasing to relocate to the country to look for work or to live, challenges arise once you decide to plan your estate. As a non-citizen,…

Estate Planning for New Homebuyers

Estate Planning for New Homebuyers

It is a well-known fact that 33 percent of people buying houses are first-time homebuyers. So, you have just bought your first house, or this is an addition to the ones that you already have. Well, many people are so excited when they buy a home that they forget one vital element of life –…

Estate Planning Essentials for College Students

Estate Planning Essentials for College Students

College is an exciting time for young adults. It’s one of their first major steps towards adulthood and with it comes adult responsibilities. To make the transition easier, parents should sit down with their college kids and come up with an estate plan. This will ease any parental concerns and let the student live their…

Estate Planning During Family Gatherings

Estate Planning During Family Gatherings

Estate planning is a family activity. Getting the entire family together can be difficult. People have their own lives involving work, school, family activities, and other time-consuming obligations. Family gatherings such as holiday parties and picnics can be the perfect setting for an estate planning discussion to take place. This article has several tips to…

Estate Planning: Handling Creditor Claims

Estate Planning: Handling Creditor Claims

Every state comes with its own rules and regulations on how the debts need to be paid. The executor is required to notify the creditors that the person has passed away so that these creditors can lay claim for their payments. The way the notice is sent to the creditor varies from one state to…