Articles

A comprehensive Buy-Sell Agreement is one of the most important legal documents a business can have. Although a good Operating Agreement is a very important document for an LLC because it sets out in a binding written agreement important rights and o… Read More

If you have minor children, you need to make sure that your estate plan addresses their specific needs. One of these is making sure that if something happens to you, their inheritance won’t get caught up in a Guardianship of the Estate. What is a &… Read More

You have a minor child or children, and you want to make an estate plan. Why is it important to create a trust for them? Go through this quick exercise to answer this question based on your own circumstances. Write the total gross value of your asset… Read More

When we are speaking with our clients about how to protect their financial legacy, we will often recommend that property be gifted into an Irrevocable Trust. Invariably, the client will ask whether they can just gift property to the children instead.… Read More

As we get older, each of us must begin to contemplate the possibility of needing long term care (LTC) at home, in assisted living, in a nursing home, or some other setting. The options for how to pay for that care are often confusing and can involve… Read More

As we discussed in our article “Paying for Long Term Care,” there are multiple options for how to pay for the cost of Long Term Care (LTC). One of those options involves qualifying for Medicaid benefits, which is based on an individual’s as… Read More

It’s one thing to make a plan to divide up your money. For the most part, you simply decide the amounts or percentages each of your beneficiaries will receive. Ultimately, after you’ve passed and your estate has been liquidated (house sol… Read More

I recently read a very good article written by a mortgage loan originator in Tennessee. The article is entitled “3 Things You Must Do after Inheriting a Home.“ The article states that after a home is inherited, there can be a feeling of &… Read More