Dad’s Will and Trust at Odds?

A will and a trust are separate legal documents that typically share a common goal of facilitating a unified estate plan. While these two items ideally work in tandem, since they are separate documents, they sometimes run in conflict with one another–either accidentally or intentionally.

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How Do I Incorporate My Business into My Estate Planning?

Running and owning a business is just like raising a child: Both are investments in the future, and both require a lot of time, resources and effort to raise successfully. One can argue that you would treat your business like you’d treat a child; you’d want it to succeed even after you’ve passed on or retired.

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Do Unmarried Couples Need Estate Planning?

Experts say that creating a plan for what happens to your estate — regardless of how meager or massive your assets — is key for unmarried couples who want their commitment to each other protected in the event of death.

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row of houses

What Do I Need to Know About Owning Property Jointly?

It’s very common for spouses to title property they own together as ‘joint with right of survivorship.’ When one passes, the other owns the property outright. It’s simple, easy and automatic. However, it can get messy when the other joint owner isn’t your spouse.

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Clock with stacks of coins in front

Can I Place My IRA in a Trust?

You cannot put your individual retirement account (IRA) in a trust, while you are living. You can, however, name a trust as the beneficiary of your IRA and dictate how the assets are to be handled after your death.

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