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...
by Vail Gardner | Nov 11, 2022 | Estate Planning
When most people think about estate planning, the first thing that comes to mind is a will. A will is a document that lets you inform the court of your wishes after you die. However, having a will does not avoid probate. This blog post will examine why to avoid...
by Vail Gardner | Nov 2, 2022 | Estate Planning
When two people own joint property, they both have an equal right to use the property and make decisions about it. This seems like a fair arrangement, but in reality, it can often lead to disputes between partners. If you are considering joint tenancy with a life...
by Vail Gardner | Oct 27, 2022 | Estate Planning
If you’re looking for a way to leave a lasting legacy for your family, dynasty trusts can be a solution. A dynasty trust is an irrevocable trust that can span more than two generations and offers a variety of tax benefits and asset protection features. Because...
by Vail Gardner | Oct 19, 2022 | Estate Planning
A blind trust is a special type of trust that allows you to remain anonymous. It is a legal framework giving a “trustee” control over trust assets. A blind trust can help you avoid conflicts of interest or maintain your financial privacy. They can also...
