Insights, Explanations, and Resources

Incapacity planning involves customizing and preparing legal documents to allow a trusted person or group to carry out medical care, financial decisions, and personal decisions on someone’s behalf.…

A partition action is often the result of joint real property ownership where one party wishes to sell their portion of interest in the property. Shared ownership and…

While estate planning can often help family members avoid disagreements over property when a loved one passes away, it is inevitable that disputes will sometimes arise in the…

Raising capital to launch a new business can be challenging, especially for a first-time entrepreneur. Done properly, equity crowdfunding can give new business ventures the working capital required…

One key aspect of estate planning is the power of attorney. However, many people may not know what a power of attorney is, or how to obtain power…

According to the American College of Trust and Estate Counsel (ACTEC), a beneficiary deed, also referred to as a transfer on death (TOD) deed, is a unique type of…

Although it may be one of the most important legal documents a person can prepare, less than half of all American adults have a Last Will and Testament…

When setting up an individual retirement account (IRA), it is essential to have robust estate plans in place, as IRAs are not passed down to one’s family through…

Planning for retirement is one of the most important financial decisions you will make in your life.  Fortunately, you can prepare for several retirement saving milestones to help…

When someone takes out life insurance to ensure their children and family will be cared for, it is essential to understand all the complexities and nuances to determine…

When someone passes away, settling that person’s estate can be complicated and overwhelming for loved ones. The executor of an estate will need to know how to obtain…

A person who would like their estate to go to their children without difficulty after they pass may be uncertain about the best way to accomplish this goal.…