Estate and Trusts
The Weekly Scenario: Estate Planning with Pets
Question: How can I be sure my pets are taken care of after I die? Answer: There are a few…
Read MoreHow To Ensure You Don’t Cross The Line Between Investment Education and Investment Advice
On June 9, 2017, the landmark Department of Labor rule to protect pension investors went into partial effect. The “fiduciary…
Read MoreThe Weekly Scenario: Trust Planning
Question: I have three children. I don’t know if any of them would like to keep the house after my…
Read MoreThe Weekly Scenario: Drafting Your Own Will
Question: Why do I need a legal document like a Will to govern the disposition of my estate? Could I…
Read MoreThe Weekly Scenario: Wills vs Trusts
Question: Why do I need a legal document like a Will to govern the disposition of my estate? Could I…
Read MoreThe Weekly Scenario: 529 Plan
Question: How can a 529 plan benefit my estate plan? Answer: College savings plans (or “529” plans named for the…
Read MoreThe Weekly Scenario: Transferring Pre-Tax IRA Funds
Question: Is it possible to move my pre-tax IRA funds to my employer retirement plan (i.e., 401(k))? Answer: The IRS…
Read MoreThe Weekly Scenario: Communication About Trusts
Question: I am creating a trust for my children. Is it beneficial to communicate both the fact that I’m doing…
Read MoreThe Weekly Scenario: What is an Aid and Attendance Program?
Question: What is an Aid and Attendance program? Answer: Funding a person’s long term care can be a difficult…
Read MoreThe Weekly Scenario: What is a Power of Attorney?
Question: What is a Power of Attorney and why do I need one? Answer: A durable power of attorney…
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