By understanding how property actually passes, individuals can prepare holistic estate plans that will ensure that property transfers in the way intended.
Estate planning is a comprehensive process that ensures that your wishes are honored, your loved ones are cared for and your legacy continues to make a lasting impact.
While some may think that there’s nothing magical about death and taxes, there are many lessons to be gleaned from the well-known characters from the happiest place on earth.
Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.
Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
