How to Negotiate Your Medical Bills
Medical bills are soaring and increasingly difficult to decipher. Whether you don’t have the money to pay the bill or just find it outrageous, there are some steps you can take to negotiate your...
View ArticleUsing a Charitable Trust to Secure Your Legacy
A charitable trust is a unique trust structure that allows an individual to pass on assets both to heirs and a charitable organization. Using a charitable trust can also offer tax benefits to the...
View ArticleRevocable vs. Irrevocable Trust
When deciding how to distribute assets to your heirs, consider setting up a trust as a part of your estate plan. There are two main types of trusts, revocable and irrevocable. It’s important to know...
View Article6 Ways to Avoid Probate Court
Probate court is often slow and costly, and will always cause unnecessary hardship to grieving loved ones. However, with proactive estate planning, you can avoid it. Here are six tips to help your...
View Article8 Reasons to Put Your Home in a Trust
A property trust is a legal entity set up to pass down assets to beneficiaries after a grantor’s passing. In addition to making the transfer of ownership as smooth as possible, there are several...
View ArticleWhat You Need to Know about a Living Trust
A common tool in estate planning is a living trust. Here is everything you need to know about how a living trust works and when it makes sense to add one to your estate plan. What Is the Primary...
View Article9 Common Estate Planning Mistakes
The process of setting up an estate plan takes time, energy, and money. But in the long run, taking the time and making the effort to get it right will be worth the effort. To help make sure you...
View ArticleEverything You Need to Know About Wills and Trusts
Wills and trusts are essential to a complete estate plan; depending on your situation, you may need one or both. The size of your estate and potential tax implications are some of the considerations...
View ArticleEverything You Need to Know about a Power of Attorney
Powers of Attorney (POAs) are important legal documents that determine the management of assets in the event of illness or incapacity. A power of attorney designates an agent, or attorney-in-fact, to...
View ArticleEverything You Need to Know about Advance Directives
Having a patient’s healthcare wishes heard and known is important. When a patient becomes incapacitated or is unable to communicate, an advance directive can speak for them. An advance directive is a...
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