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Should I choose a professional as my trustee?

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Should I choose a professional as my trustee?

Besides deciding what will happen to your estate when you pass on, one of the most important decisions you need to make when creating your estate is the choice of a trustee.  Your choice of a trustee can mean the difference between efficient and professional handling...

Do you need a disinheritance clause?

If you're doing your estate planning, there are a lot of different tools that you can use. It all depends on what your goals are. For some parents, the goal is to disinherit a specific child, perhaps one that they had a falling-out with or someone that they don't...

Proactive steps in planning your estate

“There is no time like the present” is an oft-used phrase that applies to estate planning. Starting the process of drafting a will or establishing a trust is not exclusive to the older generation. The sooner you start, the more peace of mind you will have for taking...

Miller trusts and Medicaid planning 

A comprehensive approach to estate planning often includes Medicaid planning. When planning for a time when one needs long-term health care, Medicaid planning can help pave the road to coverage. However, what happens if a person is disqualified because their income is...