There is one estate planning term popular in TV & movies, yet the definition that Hollywood gives for trust fund is not the most common use of a trust.
Aug 6, 2018
Family Estate Planning Law Group
There is one estate planning term popular in TV & movies, yet the definition that Hollywood gives for trust fund is not the most common use of a trust.
Aug 6, 2018
Family Estate Planning Law Group
One estate planning mistake made by many is that they are failing to take advantage or have not aligned their assets with their estate plan.
Jul 16, 2018
Family Estate Planning Law Group
Control of an asset is a key element when Medicaid considers an individual’s eligibility. More in the blog post from our estate planning attorneys.
Jun 6, 2018
Family Estate Planning Law Group
You can update your will and trust twenty times, but if you don’t change the beneficiary designations, the unwanted consequences could cause confusion.
May 28, 2018
Family Estate Planning Law Group
An “Integrity Monitor” or independent fiduciary can oversee the investment program and service providers retained to implement the trust.
Apr 2, 2018
Family Estate Planning Law Group
The rules for different types of trusts and Medicaid vary. Before undertaking a Medicaid application, you need to understand what kind of trust you have.
Mar 23, 2018
Family Estate Planning Law Group
Advisors Education Series
Welcome to the homepage of our Advisors Education Series! We offer a series of workshops and webinars to professional advisors as part of our commitment to education in the estate planning realm. To view the calendar of a specific educational event type or to register, please follow the links below.