What Is A Special Needs Trust? Trusts & Misc. Wednesday, June 1, 2022 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... Read More Testate Vs. Intestate Probate Estate Planning Sunday, May 1, 2022 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... Read More Medicare/Medicaid Estate Planning Estate Planning Wednesday, March 16, 2022 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... Read More Boeing Retirement And Estate Planning Estate Planning, Retirement, Pensions, Etc. Tuesday, March 1, 2022 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... Read More Types Of Trusts Trusts & Misc. Wednesday, November 10, 2021 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 ... Read More Cryptocurrency And Your Estate Plan Estate Planning Thursday, October 28, 2021 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... Read More What Is A Durable Power Of Attorney? Power of Attorney Wednesday, September 29, 2021 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... Read More What Is a Living Will? Estate Planning Friday, August 13, 2021 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,... Read More What Type of Property Is Subject to a Last Will and Testament? Estate Planning Wednesday, July 14, 2021 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... Read More Who Makes Decisions for Me When I Am Incapacitated? Power of Attorney, Estate Planning Wednesday, June 9, 2021 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... Read More Newer Posts Older Posts