By Christine A. Schafer

happy family fishing
May 7, 2019

The Harmonious Family that Won’t Fight? The Outcome May Surprise You

Most families are happy families. They get together for the holidays, share laughs, and tell stories. Everyone gets along and enjoys each other’s company. Then, the matriarch or patriarch dies. Suddenly, years of pent-up resentment and hurt feelings bubble to the surface, and the once-happy family is now embroiled in litigation over the decedent’s estate.

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May 9, 2019

4 Tips for Avoiding a Will or Trust Contest

A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can help your family avoid a potentially disastrous will or trust contest.  

If you are concerned about challenges to your estate plan, consider the following…

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man tying brown shoelaces
May 13, 2019

Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent

There is a common misconception that estate plans are only for the ultra-rich – the top 1 percent, 10%, 20%, or some other arbitrary determination of “enough” money.  In reality, nothing could be further from the truth. People at all income and wealth levels can benefit from a comprehensive estate plan. Sadly, many have not sat down to put their legal house in order. 

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May 17, 2019

An Easy Three-Step Review for Your Estate Plan “Helpers”

While putting together an estate plan is important for you and your loved ones, it is equally important for you to understand the role of the trusted individuals who will be carrying out your wishes when you are unable to. When it comes to estate planning, these helpers are key. They generally include a trustee, guardian, executor, agent under a power of attorney, and healthcare proxy, among others.

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June 3, 2019

Estate Planning for Rental Property Owners

In all parts of the country, services such as Airbnb have grown in popularity over the past few years. Indeed, these alternatives to hotel stays are popular among homeowners and vacationers alike. If you have a home or other rental property that is generating income, you should understand the following asset protection and estate planning considerations.

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June 6, 2019

Lifetime QTIP Trusts – The Gift That Keeps Giving

Estate planning for married couples can be tricky when one spouse is significantly wealthier than the other, and each spouse wants different beneficiaries to ultimately inherit their estate. One solution to this problem is the Lifetime QTIP Trust.  

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Protect Your Beneficiaries from Bad Decisions
June 10, 2019

Discretionary Trusts – How to Protect Your Beneficiaries from Bad Decisions and Outside Influences

Although leaving your hard-earned assets outright to your children, grandchildren, or other beneficiaries after you die may seem like the easiest and most desired form of distribution, this scheme will make their inheritance easy prey for creditors, predators, and divorcing spouses.  Instead, consider using discretionary trusts for the benefit of each of your beneficiaries.

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June 15, 2019

3 Asset Protection Tips You Can Use Now

A common misconception is that only wealthy families and people in high risk professions need to have an asset protection plan. But in reality, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tenant can result in a monetary judgment that will decimate your finances. 

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Kids Going Away To College? Why You Should Include Estate Planning in the Preparation
July 1, 2019

Kids Going Away To College? Why You Should Include Estate Planning in the Preparation

Will your children be preparing for their first year of college later this year? You’re probably prouder than you can say, but you’re a little afraid, too. How can you make sure your child is going to be safe at school, so far away from home? A new Bed Bath and Beyond matching sheet set for the dorm sounds great, but it just doesn’t seem like quite enough, does it? So what else can you do?

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July 3, 2019

Are You Being Deployed? Here’s What You Should Do

If you’re someone who just received an order that you are being deployed, then it’s a great time to make sure your affairs are in order.  Here is a brief summary of what you should do before you leave.

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