[See our Disclaimers page about relying on this website’s contents.] Trusts are tools that estate planning lawyers use to solve or avoid money management and property management problems for clients. Protective trusts protect assets from problems plaguing the trusts’ beneficiaries. Protective trusts are increasingly common as lawyers and clients focus on solving problems that do not necessarily […]

[See our Disclaimers page about relying on this website’s contents.] Entrusting inheritance to family members requires some thought about how family members will manage the money. You’ve worked hard for your money and a poor steward can blow it in no time. Relatively simple planning can help build and protect a financial legacy for future […]

[See our Disclaimers page about relying on this website’s contents.] Financial experts often say that if you die without a last will and testament, the state will decide who gets your assets. That statement is true if you die owning assets without joint owners and without naming beneficiaries of bank accounts, insurance policies, retirement plans, […]

[See our Disclaimers page about relying on this website’s contents.] Estate planning includes planning with wills and trusts to pass money and possessions from one generation to the next. Too often, an older generation ignores the effect of its plans upon younger generations. That poor foresight allows poorly planned inheritance to vanish quickly, sometimes without […]

[See our Disclaimers page about relying on this website’s contents.] Congress passed the Achieving a Better Life Experience Act (ABLE Act) today. The ABLE Act says that its purpose is to: (1) To encourage and assist individuals and families in saving private funds for the purpose of supporting individuals with disabilities to maintain health, independence, and quality […]