One Size Doesn’t Fit All – Find Your Niche Trust

A qualified estate planning team’s approach to counseling will be tailored to your specific needs. As your team works together to produce, tailor, or edit your estate plan, one key tool to consider is the niche trust. What is a trust? Usually when we speak about a...

Divorce and Estate Planning

You have recently divorced your spouse and the judge has signed the divorce decree. Now what? You likely are sick of paying attorneys’ fees. But there is one last attorney you need to talk to: an estate planning attorney. Did you and your spouse have any estate...
Rental Property and Your Estate Plan

Rental Property and Your Estate Plan

What does rental property have to do with your estate plan? Well, an estate plan should address all of your assets. And for most people, an estate plan includes three common categories: your home; financial accounts (checking and savings); and personal property. Other...
Common Mistakes with DIY Estate Plans

Common Mistakes with DIY Estate Plans

The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most people, this is simply not true. Several years ago, Consumer Reports®, an independent nonprofit consumer watchdog group, created wills using the...
How Will Bankruptcy Effect my Estate Plan

How Will Bankruptcy Effect my Estate Plan

Given the world today, you may be wondering how bankruptcy  could effect your estate plan. The number of bankruptcy filings have declined over the past few years. However, there were still approximately 969,397 bankruptcy filings during the period from June 30, 2018...