So, You Have an Estate Plan … Now What?
These legal documents can't just be put in a drawer and forgotten for years and years. They need to be tended to periodically, or else they may cause problems when…
debby hudson DR31squbFoA unsplash
Should I Include a Letter in My Estate Plan?
Passing down to your heirs your intentions for your money is just as important as passing down the money itself. Writing one letter can make all the difference. Here's how.…
photo 1611095790444 1dfa35e37b52 1
Protecting Your Adult Children from Themselves
Once an irrevocable trust is set up with the best of intentions for your children, it's set in stone, and you're out of luck if circumstances change ... or are…
How and Why to Name a Legal Guardian for Your Child in Florida
Joint Ownership: The Good, the Bad and the Ugly
Putting a child on your bank account can make life easier as you get older, and it can help your heirs avoid probate after you're gone. But it comes with…
parentshuggingchild
How to Keep Your Heirs from Blowing Their Inheritance
Spendthrift trusts may sound like you're trying to keep your kids from frittering away your legacy, but they are not just for those with spending problems. They're useful in cases…
Don’t Let These Common Estate Planning Excuses Stand in Your Way
The top reasons people don’t have an estate plan may sound familiar to you. Here’s what they are and what’s at stake. By: Jedediah McClure, JD We all lead busy…
Supernus Living Trust
How Wills and Trusts Work, and Where to Start
Dealing with the death of a loved one is hard enough; estate planning can make things easier on a grieving family. By: Jedediah McClure, JD Key Points Estate Planning Importance:…
Screenshot 2021 10 21 at 19 52 15
How to Plan Ahead for a Disabled Child’s Inheritance
If your child relies on Medicaid services, how can you ensure that when you die the money you leave them doesn't cause them to lose that vital support system? A…
How to Perform the Duties of Executor of an Estate
Taking on the role of an executor is a significant responsibility that demands careful attention to detail and dedication. If you have been named executor in a will, you have…
christian bowen Cc10IJDoj78 unsplash
Checklist: Steps to Take After Your Spouse Dies
Feeling overwhelmed? A checklist can help you figure out where to start and tasks you may be able to put off. By: Jedediah McClure, JD The death of your spouse…