The Place of the Metaverse and Digital Assets in Estate Planning It is not strange to hear news of people dying intestate, often leading to the loss of valuable property. Innovators continue to create novel uses of technology and thus…
Disability Panel, Would One Benefit You? WHAT IS A DISABILITY PANEL? A Disability Panel defined: a group of people chosen by the Settlor to determine if the Settlor retains the capacity to serve as trustee of her trust. Disability Panels are…
Imposing reasonable conditions on your loved ones during estate planning is smart, but overly burdensome ones can have disastrous results. Homework must be done right after school. Multivitamins must be consumed daily. Dinner is family time (translation: put electronics away). These…
Tis The Season To Give, An Estate Plan Can Be A Smart And Unique Way. Tis The Season To Give, An Estate Plan Can Be A Smart And Unique Way.When you’re young and in your prime earning years, your financial…
Things You Need to Know About Qualified Income Trusts When it comes to achieving eligibility for Medicaid, some clients may not realize that in addition to certain resource limitations, they may also need to comply with income restrictions as…
How to Divide Up Personal Possessions Without Dividing the Family Allocating your personal possessions can be one of the most difficult tasks when creating an estate plan. To avoid family feuds after you are gone, it is important to have…
Representative Payee: Not a Job to Be Taken Lightly The Social Security Administration (SSA) manages the two largest government benefit programs for people with special needs, Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI). Many of the people…
Single? You Still Need an Estate Plan Many people believe that if they are single, they don't need a will or other estate planning documents. But estate planning is just as important for single people as it is for couples and…
What Is a Marital Trust? If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a…
How Children in Blended Families Get Disinherited If you’re married, you probably understand the need for a will to take care of your spouse and children if something happens to you. Unfortunately in blended families, a will-based plan often turns…