When it comes to estate planning and wealth management, you want solutions that are as unique as your needs. That's where specialty trusts come in. These specialized trusts offer a range of benefits and fiduciary services that go beyond traditional estate planning...

You may already be ahead of the game if you have an estate plan in place. You have taken the first step toward keeping your family and assets safe. Now that you have crossed off a significant life goal from your to-do list, there is no reason to worry. Right? Well,...

Inheritance is a topic that often sparks heated discussions among families. The idea of passing down wealth and property to loved ones can be both exciting and daunting. However, there is a growing trend towards a more responsible approach to inheritance through the...

Many people are unaware of the possible costs they may face when it comes to getting their affairs in order. From attorneys' fees and document production to asset valuation and trust administration, various factors can affect your budget. We provide an overview of...

Having a will is often considered the first step to ensuring your assets are distributed according to your wishes after you pass away. However, simply having a will may not be enough to protect your loved ones and your estate. While a will outlines your instructions,...

A sobering reality is that life is finite, but that doesn’t mean that everything we accomplish in life is. When we die, we all want to be remembered for the good things we did in our lives, and leaving a legacy is the best way to do that. Making a charitable...

As parents, it is our responsibility to ensure the safety and well-being of our children. Unfortunately, unforeseen and tragic circumstances sometimes arise that prevent us from being able to provide the necessary care and support we thought would always be there for...

An estate plan is a comprehensive plan for how your assets will be managed and distributed following your passing. Among the factors you need to consider are your financial situation, family dynamics, and personal goals. Making an estate plan can ensure that your...

It is likely that creating a trust isn’t exactly at the top of your to-do list at the moment, especially if you’re relatively young and in good health. It can seem like a waste of time, or you may be under the impression that a trust isn’t meant for you and can’t be...

Taking care of someone who has disabilities requires thoughtful and careful planning. One legal tool that can aid you in doing so is a special needs trust. A special needs trust (SNT) is a type of trust that preserves a beneficiary’s eligibility for needs-based...