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Top Ten Reasons You Need to Review Your Estate Plan

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1)      Marriage.   Marriage can automatically give each spouse some rights in each other’s property.  However, marriage does not automatically change your will or trust to provide for the new spouse.  It is important to examine your estate plan in light of the new situation and your mutual and separate goals.   2)      Divorce.  Divorce is particularly disruptive to an estate plan.  Goals … [Read more...] about Top Ten Reasons You Need to Review Your Estate Plan

Your Estate Matters – Tune in Today!

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Don't forget to tune in today to WNAV Radio on 1430 AM or 99.9 FM @ 3:50 pm to listen to "Your Estate Matters" with Attorney Nicole Livingston   The topic is "Top Ten Reasons You Need to Review Your Estate Plan Periodically". … [Read more...] about Your Estate Matters – Tune in Today!

Letter of Intent for a Minor Child

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A Letter of Intent is a document written by you that describes your son or daughter’s history and what you hope for him or her in the future.  The letter will help guardians, trustees, or possibly the court interpret your hopes and desires for your child.  It is not a formal “legal” document, but the courts will look to it for guidance in understanding your child and your wishes. Writing the … [Read more...] about Letter of Intent for a Minor Child

Register for FREE Estate Planning Seminars Next Week

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The presentation establishes the necessary components of an effective estate plan. The seminar is presented in a case study format profiling the life of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, second marriages, unmarried couples, … [Read more...] about Register for FREE Estate Planning Seminars Next Week

Special Needs Trusts

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When you are appointed as the Trustee of a Special Needs Trust, you have a responsibility to know the rules of different public benefits programs.  It is also your responsibility to understand the duties of a Trustee and the rules for distributions, such as how and when to make payments from the trust.  The first part of this article provides an overview of SSI and Medicaid rules and the second … [Read more...] about Special Needs Trusts

Make Sure YOUR Estate Goes to the People You Love!

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Instead of the IRS, Probate Court or a Nursing Home. Attend a FREE SEMINAR to Find Out How a Proper Estate Plan Can Benefit Your Family... ...Seating is limited so follow the link to reserve yours today! Seminars … [Read more...] about Make Sure YOUR Estate Goes to the People You Love!