by Vail Gardner | Sep 13, 2022 | Estate Planning
If you’re like most people, you want to protect your assets in case something happens to you. A spendthrift clause can help ensure that your loved ones are taken care of even if an heir beneficiary is unable to manage their own finances. In this blog post,...
by Vail Gardner | Sep 7, 2022 | Estate Planning
There comes a time in life when you start thinking about guardianship vs power of attorney. Both arrangements offer different levels of care and protection for adults who cannot make decisions for themselves. So what’s the difference? Guardianship is a...
by Vail Gardner | Aug 31, 2022 | Estate Planning
If you’re like most people, you want to protect your assets in case you need long-term care. One of the top strategies for this is drawing up a Medicaid asset protection trust, also known as a MAPT. But before you do, it’s critical to understand how they...
by Vail Gardner | Aug 24, 2022 | Estate Planning
If you’re looking for a way to give back to your community, you may consider setting up a charitable trust. A Charitable Remainder Trust, also called a CRTrust is an irrevocable trust that allows you to donate money to charity while still receiving tax benefits....
by Vail Gardner | Aug 17, 2022 | Estate Planning
When planning for the future, many couples consider opening a spousal lifetime access trust, or SLAT. This type of trust can offer many benefits to married couples, but you should consider the potential drawbacks. So, is a spousal lifetime access trust right for you?...
