Dementia Care and Training Specialist Teepa Snow discusses common issues that might come up during the course of the dementia disease.
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How Can I Control the Distribution of My Estate?
There are a number of ways your estate can be distributed to your heirs after your death. Each allows a different degree of control over distribution, and each poses different challenges and opportuni
How Can I Benefit from a Charitable Lead Trust?
Charitable lead trusts are designed for people who would like to benefit a charity now rather than later. You may have heard about some charitable trust strategies before but decided against them beca
How Can a Living Trust Help Me Control My Estate?
Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes and fees that will be imposed upon your death.
A trust is a
Maximizing Your Insurance Benefits
Understanding the threat of estate taxes on your life insurance proceeds is the first step in protecting these funds from unnecessary taxation. The next steps are determining the appropriate ownership
Can I Benefit from an A-B Trust?
Married couples have several ways to potentially avoid any estate tax liability when they leave assets to each other.
Because of the unlimited marital deduction, no estate taxes are due when one spous
Estate Planning and Trust Management for Seniors
Estate Planning
A key deficiency in the process of planning for long term care occurs when seniors fail to provide for orderly distribution of assets at death and fail to let their family know what to