Nov 3, 2021

Estate Planning Considerations For Individuals With Mental Illness

By |November 3rd, 2021|Estate Planning|Comments Off on Estate Planning Considerations For Individuals With Mental Illness

Estate Planning Considerations For Individuals With Mental Illness Estate Planning With Mental Health In Mind It is okay to not be okay. Removing the stigma of mental health starts with realizing that many people—about one in five of all US adults--are affected by mental illness. Understanding this fact can lead to more people getting the [...]

Nov 3, 2021

Is Life Estate The Right Option To Ensure The Future Of Your Home?

By |November 3rd, 2021|Estate Planning|Comments Off on Is Life Estate The Right Option To Ensure The Future Of Your Home?

Is Life Estate The Right Option To Ensure The Future Of Your Home? The Pros & Cons Of Life Estates A home is often one of the most valuable items of property that someone will ever own. When it comes to ensuring that your home passes to the individual or group that you intend, there [...]

Nov 3, 2021

What Does HEMS Mean & Why Is It Included In My Trust?

By |November 3rd, 2021|Estate Planning|Comments Off on What Does HEMS Mean & Why Is It Included In My Trust?

What Does HEMS Mean & Why Is It Included In My Trust? The Importance Of HEMS Trust Standard In Estate Planning In the world of estate planning, you may come across the acronym HEMS from time to time. HEMS stands for “health, education, maintenance, or support” and is frequently included in trust agreements to guide [...]

Oct 5, 2021

Who Is Joseph P. Kennedy & Why Is He Named In My Trust?

By |October 5th, 2021|Estate Planning|Comments Off on Who Is Joseph P. Kennedy & Why Is He Named In My Trust?

Who Is Joseph P. Kennedy & Why Is He Named In My Trust? Joseph P. Kennedy: What Does It Mean Having Him Named In Your Estate Planning Documents? Occasionally, a person who has completed an estate plan with their lawyer may be surprised to discover a reference to Joseph P. Kennedy and his descendants [...]

Oct 5, 2021

What Does It Mean To Decant a Trust In Estate Planning?

By |October 5th, 2021|Estate Planning|Comments Off on What Does It Mean To Decant a Trust In Estate Planning?

What Does It Mean To Decant a Trust In Estate Planning? Decanting: A Powerful Estate Planning Tool To Replace The Terms Of An Irrevocable Trust In a constantly evolving world, having the flexibility to adapt to changing circumstances is a valuable trait. But is flexibility less important in estate planning than in other areas of [...]

Oct 5, 2021

A Complete Guide To Trust Funding

By |October 5th, 2021|Estate Planning|Comments Off on A Complete Guide To Trust Funding

A Complete Guide To Trust Funding Funding a Trust: What It Is & How To Do It Correctly Working with an attorney to draft a trust agreement for estate planning purposes is an important step. But just getting the document drafted and signed is not enough. For any trust to be effective, you must complete [...]

Oct 5, 2021

Is Probate Necessary In Estate Planning?

By |October 5th, 2021|Estate Planning|Comments Off on Is Probate Necessary In Estate Planning?

Is Probate Necessary In Estate Planning? Arizona's Trusted Estate Planning Attorneys Explain Why Probate Is a Good Thing Avoiding probate is a common goal for individuals deciding how they want their money and property to be handled when they pass. It is a worthy one and is regularly promoted by estate planning attorneys across the [...]

Oct 5, 2021

Life Insurance & Estate Planning: Key Facts You Should Know About

By |October 5th, 2021|Estate Planning|Comments Off on Life Insurance & Estate Planning: Key Facts You Should Know About

Life Insurance & Estate Planning: Key Facts You Should Know About How Life Insurance Can Protect Your Loved Ones & Provide Them The Life They Had Envisioned Part of protecting your loved ones when you pass away is making sure that you have a proper estate plan in place. Another aspect is making sure that [...]

Oct 5, 2021

Including Life Insurance In Your Estate Plan To Protect Your Beneficiaries’ Best Interests

By |October 5th, 2021|Estate Planning|Comments Off on Including Life Insurance In Your Estate Plan To Protect Your Beneficiaries’ Best Interests

Including Life Insurance In Your Estate Plan To Protect Your Beneficiaries' Best Interests Life Insurance: Estate Planning Tool That Does Not Necessary Guarantee Your Beneficiary's Benefit A common misconception people have about life insurance is that they only need to designate their spouse, child, or loved one as the beneficiary of the policy to ensure [...]

Oct 4, 2021

The Importance Of Having An Estate Plan For You & Your Loved Ones

By |October 4th, 2021|Business Planning, Estate Planning|Comments Off on The Importance Of Having An Estate Plan For You & Your Loved Ones

The Importance Of Having An Estate Plan For You & Your Loved Ones What Happens If You Don't Do Estate Planning? In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning [...]

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