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Blog: Blog

What Is A Special Needs Trust?

Trusts & Misc.
A special needs trust, sometimes referred to as a supplemental trust, protects government benefits of children or other loved ones with disabilities while providing additional future support. Disabled individuals often b...
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Testate Vs. Intestate Probate

Estate Planning
The period following the death of an individual can be highly stressful and difficult to navigate, particularly regarding their estate planning documents. This is largely due to the legal complexities surrounding an indi...
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Medicare/Medicaid Estate Planning

Estate Planning
When planning for an elderly loved one’s care and estate, one of the most important aspects to consider is a holistic financial perspective. Especially when long-term care is involved, the use of creative and effec...
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Boeing Retirement And Estate Planning

Estate planning sounds intimidating, but it is an important step for each person to take to ensure that their assets are managed and passed on according to their wishes.  Employees and retirees enrolled in Boeing re...
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Types Of Trusts

Trusts & Misc.
There are many types of trusts, and each serves a highly specific purpose in estate planning and asset protection.  Most trusts allow assets to be passed directly to heirs, minimizing privacy risks and avoiding the ...
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Cryptocurrency And Your Estate Plan

Estate Planning
There are several types of cryptocurrencies that are commonly used today including Bitcoin, Ethereum, Solana, Polkadot, and Dogecoin to name a few. For those who use cryptocurrency for transactions or as part of their in...
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What Is A Durable Power Of Attorney?

Power of Attorney
It is important to plan for who will be able to make decisions for you if you become incapacitated. When people think about estate planning, they often think about their Last Will and Testament (will). While a will is an...
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What Is a Living Will?

Estate Planning
A living will is more commonly referred to as a “healthcare directive,” The main difference between a last will vs. a living will is that while a last will disposes of property after the decedent passes away,...
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What Type of Property Is Subject to a Last Will and Testament?

Estate Planning
Some types of property pass through a will, while others pass automatically upon death. The term “probate asset” describes a person’s property that will pass by their will. This typically includes prope...
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Who Makes Decisions for Me When I Am Incapacitated?

Power of Attorney, Estate Planning
A living will does not determine who is authorized to make decisions for you when you are unconscious or otherwise incapacitated. In addition to a living will, you should consider having an attorney draft a durable power...
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