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Posts Tagged ‘trusts’

The Increasing Relevance of Estate Planning

The Increasing Relevance of Estate Planning with legal paperwork

The COVID-19 pandemic has brought about unprecedented changes to our daily lives. For many people, this relentless health crisis has raised awareness as to how fragile life can be, and has shed new light on the critical importance of planning for the unknown. One of the most important steps you and your family can take…

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Estate Planning In Times of Uncertainty

Estate Planning in Times of Uncertainty

The recent outbreak of COVID-19 has many wondering if they are prepared for the unpredictable future. People are taking this time to get organized, assess their situations, and address their needs. An important part of this analysis is the need for a comprehensive and coordinated estate and asset protection plan. A comprehensive estate plan will…

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Totten Trusts: A Technique for Distributing Your Assets at Death

Totten Trusts: A Technique for Distributing Your Assets at Death

The most common method of distributing assets after death is by a will. A will has precise legal requirements, can sometimes require a lengthy probate proceeding, and should be drafted by a legal professional to ensure it adequately protects your interests regarding your assets (a house, a car, jewelry, furniture, even pets). However, when it comes to money,…

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Protecting Public Benefits After Receiving an Inheritance

Protecting Public Benefits After Receiving An Inheritance

I recently met with a woman in her late 50’s who about ten years ago suffered a traumatic brain injury (“TBI”) that left her disabled. “Barbara,” who was divorced with no children, had an insufficient number of countable work credits and was ineligible for both Social Security Disability Insurance (“SSDI”) benefits and Medicare coverage afforded…

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