by Brian Douglas | Dec 7, 2022 | Estate Planning
A living trust is a popular estate planning tool that can provide benefits before and after someone’s death. One of the primary advantages is avoiding the probate process. In this week’s blog, we are taking a look at the differences between revocable trusts and...
by Brian Douglas | Nov 30, 2022 | Estate Planning
A fiduciary is a person who occupies a position of such power and confidence with regard to the property or well- being of another person that the law requires him/her to act solely in the best interest of the person whom he/she represents. Fiduciary duties fall into...
by Brian Douglas | Nov 9, 2022 | Estate Planning
Planning for a Family Member with Special Needs With proper legal and financial planning, a family can guarantee that a loved one with a disability will enjoy a comfortable lifestyle after her or his caregivers are gone. Without proper planning, an inheritance or...
by Brian Douglas | Oct 26, 2022 | Estate Planning
When married couples are similar ages, estate planning is typically a joint process. The couples are like-minded when it comes to their property and beneficiaries. When a couple has a significant age difference, however, the estate planning process can be a little...
by Brian Douglas | Sep 28, 2022 | Estate Planning
Whether a loved one dies with or without a will in place, there still needs to be someone who is in charge of closing the estate and managing the deceased’s final affairs. When a person passes away, their assets are locked. To unlock all of the deceased’s assets, you...
by Brian Douglas | Sep 7, 2022 | Estate Planning
Whether it’s a dog, cat, bird, reptile, horse, or other four-legged friend, more than 70% of US households own at least one pet (Source: American Pet Products Association). While many of us consider our pets as part of the family, surprisingly, these animals are not...
