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Principled Advocacy For Families And Individuals With Disabilities And The Professionals Who Serve Them
When did you last check who you’ve designated to inherit your retirement and investment accounts? If you can’t clearly remember, then it’s probably time to update your beneficiary designations. It’s natural to think that you have plenty of time to make necessary...
Digital estate planning, an often-overlooked aspect of estate management, becomes even more critical when it involves a special needs adult. With the increasing reliance on digital platforms for communication, entertainment and daily living, ensuring that a special...
Setting up a trust to manage your assets on behalf of your loved ones results in a range of benefits. Done right, a trust can ensure that your estate does not go through costly and time-consuming probate, avoid certain taxes and preserve your loved ones’ privacy. One...
It has long been known that many people don’t write an estate plan because they don’t think that they are old enough. They envision this as something that they should do as a grandparent or at least after they retire from their career. This means that estate planning...
When people hear estate planning, the first thing many people think of is a will. A will is one of the most basic documents of an estate plan, but it’s not the only thing that you can include. There are a few things to keep in mind about estate planning, including: 1....
A trust is a legal document that allows grantors to place assets in the protection of trustees. Trustees are then responsible for the distribution of the assets per the grantors’ instruction. The reason people make trusts is because they are often more versatile than...
A lot of preparation goes into creating an estate plan. One key piece is deciding who will be the executor and fulfill your final wishes. Before appointing someone to this task, knowing what duties they must fulfill and what characteristics to consider when choosing...
It is part of human nature to procrastinate. People tend to put off any responsibility that seems unpleasant, even if delaying those actions causes them distress or put them at a disadvantage. For example, most adults understand that delaying the estate planning...
You have just finished drafting your estate plans when you realized there was something you forgot to include. You want to fix this, but can you alter your estate plans so soon? Yes, you can update your estate plans as often as you wish -- and there's no rule that...
Divorce comes with a myriad of implications not only for your life going forward but also for the future of your loved ones. If you have an estate plan, it is extremely crucial that you update it as soon as your divorce is final. Here are estate planning documents...
