by Amy Delaney | Apr 17, 2023 | Estate Planning
To protect your assets, your wishes, and your loved ones, estate planning is crucial, regardless of your gender identity or sexual orientation. Estate planning allows you to designate your partner, whether you are married or not, as the person who can make decisions...
by Amy Delaney | Apr 12, 2023 | Estate Planning, Trusts and Wills
There are two types of trusts commonly used in estate planning: revocable and irrevocable trusts. Each trust type has pros and cons depending on your objectives. However, both trusts are legal arrangements to manage and distribute your property during your lifetime or...
by Amy Delaney | Apr 10, 2023 | Special Needs
In order to ensure that your loved one with special needs has the resources necessary to thrive over time, special needs trusts (SNTs) are a valuable planning tool. A special needs trust can provide fiduciary management and oversight for a loved one unable to manage...
by Amy Delaney | Apr 3, 2023 | Estate Planning
A wealth transfer occurs when assets or wealth are transferred from one party to another. The transfer can happen either during one’s lifetime or after one’s death. Wealth transfer strategies refer to the methods used to transfer wealth in the most tax-efficient and...
by Amy Delaney | Mar 27, 2023 | Guardianship
Individuals with developmental disabilities who can’t make critical decisions or care for themselves in adulthood may need a guardianship or a conservatorship. Establishing a legal guardian is the job of the court, which appoints a person (guardian) to make...
