
Downsizing on behalf of your future trustee makes a lot of sense for your estate. But, doing so is challenging. Here is a quick checklist.
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Spring Cleaning also applies to our Estate Plans. Here are the reasons to revisit, review, and revise planning documents.
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Attorney Jasper Berg recently spoke at an event hosted by Richfield Community Education. For those who attended the pre-planning estate class
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Digital assets impact just about every estate plan. Whether we are talking about online accounts or assets, start with these asset types and
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A trust mistake often occurs with refunds and prematurely closing out accounts. When addressing time, trustees may want
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Joint Tenancy is a wonderful tool for married couples because there are rights of survivorship. On the other hand, probate can require the
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Backup planning for a trust or estate plan starts with addressing bad day scenarios. Selecting an alternate trustee is not good enough when
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Hurricane estate planning in a pinch might mean gathering this short list of items and documents when transitioning to safety.
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An Asset Protection Trust provides asset protection for the beneficiaries that could be available from giving those same assets to your
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Unemployment after a layoff is not as clear as it might feel. Unemployment laws for eligibility of benefits tells us we must look at
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