9 Major Life Events That Should Cue an Estate Plan Review While many people put off estate planning discussions, getting ahead of these things within your life can provide peace of mind and help reduce challenges when it comes time for estate administration. In fact, estate planning at an early age puts you in better […]

3 Potential Benefits of Including POA Forms in Your Estate Plans Many people associate estate planning with making a will, but the process can go much further than deciding how your assets should be divided among heirs when you’re gone. In fact, many estate planning decisions are relevant during your own lifetime. When you work

Using Estate Planning to Support Charitable Causes By incorporating charitable giving into your estate plan, you can ensure that your legacy extends beyond your lifetime and positively impacts the causes and organizations that are important to you. There are many steps that can be taken to incorporate charitable giving into your estate plan. Identify Your

What to Expect as a Beneficiary of an Estate or Trust One aspect of estate planning is identifying beneficiaries for your assets—those are the people you want to leave assets or benefits for when you pass away. People often do this via methods such as wills and trusts. However, many people don’t realize they have

Introduction: In the world of healthcare, patient privacy is of utmost importance. The Health Insurance Portability and Accountability Act (HIPAA) stands as a cornerstone in protecting the confidentiality and security of individuals’ health information. In this blog, we will unravel the complexities of HIPAA, exploring what it is, its origins, and the extensive scope of

Losing a loved one is an emotionally challenging experience, and when you find yourself appointed as the executor or successor trustee, the weight of responsibilities can feel overwhelming. During this difficult time, it’s crucial to take immediate and thoughtful actions to ensure a smooth transition and the proper handling of the deceased person’s affairs. In

Introduction: Parents of children with disabilities often face unique challenges in ensuring the well-being and security of their loved ones. Proper estate planning becomes a paramount responsibility to provide a foundation for a stable and supportive future. In this blog, we will delve into the essential aspects of estate planning specifically tailored to protect children

Trust Administration Following the Grantor’s Death After a grantor’s death, trust administration follows a structured process outlined in the trust document and governed by state laws. The process ensures that the assets are managed and distributed according to the grantor’s wishes. The steps involved in administering a trust can vary depending on the type of

In the realm of estate planning, individuals often seek ways to ensure that their assets are protected, managed, and distributed according to their wishes. One powerful tool that has gained popularity is the revocable living trust. Unlike a will, which only takes effect after death, a revocable living trust provides a range of benefits during