Which life events require an immediate estate plan update?

Which life events require an immediate estate plan update?

Since your family’s needs and circumstances are constantly changing, so too must your estate plan. Your plan must be updated when certain life changes occur. These include, but are not limited to: marriage, the birth or adoption of a new family member, divorce, the death of a loved one, a significant change in assets, and a move to a new state or country.

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3 Ways Your Trust Can Help a Loved One With Mental Illness

3 Ways Your Trust Can Help a Loved One With Mental Illness

When a loved one suffers from a mental illness, one small comfort can be knowing that your trust can take care of them through the good and bad times. Do you have a family member or other loved one who could use the financial flexibility and structural support of a trust? Give me a call today, and together we’ll figure out the best ways to enhance your loved one’s life by finding the right estate planning tools to offer the most help.

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Do You Really Need a Trust?

Do You Really Need a Trust?

Trusts are not simply just about avoiding probate. Creating a trust can give you privacy, provide ongoing financial support for loved ones, and protect you and your property if you are unable to manage your own assets. Simply put, the creation of a trust puts you in the driver’s seat when it comes to your assets and your wishes as opposed to leaving this critical life decision to others, such as a Judge.

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How to Protect Your Child’s Inheritance from His or Her Untrustworthy Spouse

How to Protect Your Child’s Inheritance from His or Her Untrustworthy Spouse

Parents often complete their estate plan to provide for their children and ensure their hard-earned assets, family heirlooms, or closely held businesses stay within the family. A common question is asked about protect a children’s inheritance from a spouse in the event of untrustworthiness or divorce. Thankfully, there are many ways to structure your child’s inheritance to help ensure it will remain in the family for future generations.

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