by admin | Jul 18, 2022 | Elder Law, Estate Planning, Trusts and Wills
Almost all older adults agree that estate planning is important. However, the majority of Americans age 55 and over lack wills, and even fewer have living wills or health care directives made. These documents help guide your representatives to provide the end-of-life...
by admin | Jul 4, 2022 | Estate Planning
You are likely wondering how you want your assets distributed and who should be in charge of these matters whether, you are in the middle of estate planning or you have just begun to think about how to proceed. A trust can be a great tool in your estate planning tool...
by Ashley | Jun 27, 2022 | Estate Planning
Often, trusts are used to describe someone who is the beneficiary of a trust fund. While some people believe that trusts are only used by the rich, they are common and useful tools when creating an estate plan for all sizes. They serve many purposes, including...
by admin | May 23, 2022 | Estate Planning
You should not have to pass on assets to grieving loved ones only to discover that those assets are not available for cash expenditures they will be responsible for when you pass on. Most retirees’ assets are in homeownership and retirement accounts, which...
by Michael Delaney | May 18, 2022 | Estate Planning
A non-disclosure agreement, also known as an NDA, is a legal contract between two or more parties that entails the protection of confidential business information. Often, an employer or business-to-business transactor will require an NDA signature to allow them to...
by Amy Delaney | May 16, 2022 | Estate Planning, Trusts and Wills
Known as irrevocable trusts, charitable trusts allow you as well as a charity to benefit from income provided by the trusts. Creating a charitable trust offers many financial advantages for all parties involved if you are philanthropic and possess non-essential assets...
