category

estate planning

Should I get a prenup?

Should I get a prenup?

Don't let love blind you, protect your financial future with a prenuptial agreement Prenuptial agreements, also known as premarital agreements or "prenups," are legal contracts that couples enter into before getting married. These agreements outline how assets and...

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New Year, New Planning Opportunities

New Year, New Planning Opportunities

Trust us, your future self will thank you As the new year begins, it's a great time to reflect on the past and start planning for the future. One important aspect of this planning should be considering your estate and tax planning. Here are a few reasons why the new...

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New Article – Religion and Estate Planning

New Article – Religion and Estate Planning

Managing attorney Yaser Ali co-authored an article with attorney Martin M. Shenkman about the history of religion and estate planning in Thomson Reuters Estate Planning Checkpoint Journal. This article provides a historical analysis of the intersection of religious...

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Wills v. Trusts – Top 3 Differences

Wills v. Trusts – Top 3 Differences

Top Three Differences Between a Will and a Trust! A will and a trust are two of the most common tools for transferring wealth transfer after death. Most people are familiar with a will. They're quick, easy, and important to set up, but far less people are...

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Retirement Accounts and Trusts

Retirement Accounts and Trusts

Should I name my trust as the beneficiary of my retirement accounts? In our last post, we discussed the importance of funding your trust and outlined the process for updating various assets. One of the most complicated issues for clients is how to handle retirement...

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Trust Funding Guide

Trust Funding Guide

Funding a Revocable Living Trust A revocable living trust is a common and important estate planning tool that allows a person to consolidate ownership of their assets during their lifetime and ensure that they are distributed efficiently per their wishes upon death...

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Drafting Advance Directives

Drafting Advance Directives

What to Think About When Drafting an Advance Directive An advance directive refers to a document or set of documents that allow you to express your healthcare wishes if you were in a circumstance where you could not do so yourself. Types of Advance Directives One...

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