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Recent Blog Posts

Is an irrevocable or revocable trust best for your needs?

A person who has assets to pass down to their heirs and beneficiaries can sometimes do that in a will. However, many people opt to use trusts because they can bypass the probate system. The individual who creates the trust can set certain terms for the disbursement by...

3 reasons you might need a guardianship to support a loved one

The idea of a guardianship makes many people feel uneasy. Plenty of concerned and loving adult children of aging parents delay seeking a likely necessary guardianship because they don't want to limit their parents' independence or damage their relationship. It is easy...

What exactly is “legacy planning?”

Legacy planning refers to planning for leaving behind not only assets and inheritances but also life lessons, personal values and memories. Legacy planning is unique because it involves much more than what you’ve earned and the legal matters that have to be attended...

3 inheritance risks that are higher for kids with special needs

An inheritance can be a wonderful thing to leave for your children and other people you love. However, especially for larger estates, an inheritance can be as much of a challenge as it is a blessing. Anyone might struggle with receiving a significant inheritance after...

Protect your elderly loved one with these 4 tips

Whether your elderly loved one is living at home or in a nursing home, they are going to be exposed to scams and situations where others try to take advantage of them. Unfortunately, it is not uncommon for the elderly to be taken advantage of, so it’s important for...