Asset Protection
What Should I Look for in a Trustee?
Do not put off finalizing and signing your estate planning documents, just because you have reached an impasse on who to name as trustee.
July 9, 2019
Blog Articles
Durable Power of Attorney
Your Assets, Your Wishes: You Decide or Should the State?
The state will most likely be happy to do it for you after you die. If you do not have a will or an estate plan, your wishes may not be carried out but your assets will be distributed, according to the Concord Monitor in “Make Your Wishes Known.” The reason? Because your property will
July 2, 2019
Asset Protection
Does the Owner of the Cleveland Cavaliers Have an Estate Plan?
News that Detroit real estate billionaire and Cleveland Cavaliers owner Dan Gilbert suffered a stroke over the weekend, has raised interest in his succession plans for his many business interests.
June 27, 2019
Estate Planning
Your Will Isn’t the End of Your Estate Planning
Your estate plan isn’t finished just because your attorney has drawn up a will. Proper asset titling is the next step.
June 21, 2019
Durable Power of Attorney
Common Estate Planning Mistakes to Avoid
Here are a few things to avoid on your way to an appointment with a qualified estate planning attorney to discuss your own estate plan, and a couple of others to keep in mind once you get there.
June 20, 2019
Advance Healthcare Directives
What You Need to Know about Trusts for Estate Planning
Trusts fall into one of two main categories. The first category is composed of those that are established while the grantor (one who establishes the trust) is alive and are termed inter vivos (while living) trusts.
June 19, 2019
Estate Planning
Selling a Parent’s Home after They Pass
Dealing with the death of a parent is challenging but selling their home can be fraught with land mines, particularly if they die without a will.
June 18, 2019
Advance Healthcare Directives
What Can I Do When My Aging Parent Refuses to Give Up Control?
There are plenty of aging parents out there making life difficult for their adult children…
June 12, 2019
Advance Healthcare Directives
Do I Need to Update My Estate Plan if I Relocate for Retirement?
You may have a will or a full estate plan that was prepared by an attorney in another state, or perhaps you haven’t yet taken the important step of planning your estate.
June 11, 2019
Advance Healthcare Directives
The Conversation You Need to Have with Your Parents
Parents are often more than happy to offer financial advice to their children. They like to feel needed and want to make sure you’re on solid financial ground. However, it’s important to turn the tables and ask about their financial plans, too.
June 10, 2019
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