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When a loved one is disabled, a special needs trust can allow a person after death to benefit the disabled relative while not jeopardizing any means-tested public assistance the disabled individual may be receiving. Estate Planning for Special Needs Loved Ones: Ensuring a Secure Future If you have a child or family member with special […]

When a person owns out of state real property, it is vitally important to ensure that the property will not be subject to probate at the owner’s death.  Otherwise, a probate in the state of residence AND a probate in the state containing the real estate is necessary. The probate process can become very difficult […]

When selecting an executor or successor trustee, a person should choose an Individual or individuals whom the will signer fully trusts and knows will follow through on all of the important details after death.  This applies to the back up individuals chosen as well. Choosing the Right Executor or Personal Representative for Your Estate When […]

Lenders have an enforceable lien under a mortgage that survives the death of the owner/borrower.  In many cases, the lender will simply allow the beneficiary to continue to make payments on the mortgage until the debt is extinguished. What Happens to a Mortgage When the Property Owner Dies? Residential mortgages typically span decades, so it’s […]

For families with high net worth, marital trusts (set up for the surviving spouse after the death of the first spouse), can create significant tax advantages while still fully benefiting the surviving spouse. What Is a Marital Trust?A marital trust is a type of irrevocable trust designed to transfer a deceased spouse’s assets to the surviving […]

The ideal time to estate plan is before cognitive decline begins; once a person has lost their mental capacity, many estate planning options are no longer available to the family. Planning Ahead: Legal Strategies to Address Cognitive DeclineCognitive decline is a reality many of us may encounter as we grow older. While it can be […]