by Vail Gardner | Jan 12, 2023 | Estate Planning
If you’re like most parents, you want to ensure your children are taken care of financially if something happens to you. One way to do this is to leave assets to them in your retirement account. However, there are some things you need to consider before doing...
by Vail Gardner | Jan 4, 2023 | Estate Planning
No family is perfect, and the Pritchett-Dunphy clan on ABC’s hit TV show Modern Family is an excellent example of this. This close-knit family has their share of dysfunction, but they also have a lot of love for each other. As with any family, the estate...
by Vail Gardner | Dec 22, 2022 | Estate Planning
When you pass away, it’s essential to have a plan for your property—the last thing you want is for it to be contested or mishandled. One of the most common ways of leaving property is creating a last will and testament. However, there are other legal methods...
by Vail Gardner | Dec 14, 2022 | Estate Planning
You and your attorney may create a living trust (or inter vivos trust) during your lifetime. In contrast, your last will and testament creates the testamentary trust when you pass away. A testamentary trust does not exist until after death. Let’s look at the...
by Vail Gardner | Dec 7, 2022 | Special Needs Planning
How can you help a disabled loved one receive their inheritance and still meet the eligibility requirements for government benefits? A special needs trust (SNT) allows you to set aside assets for your loved one, so they can continue to receive public benefits such as...
