Delivering Smart Solutions For Your Personal And Business Concerns
Register for a free Zoom seminar about estate planning and considerations for home owners, those looking to protect assets from tax and Medicaid, and anyone who wants more information on how estate planning can support their long-term financial goals. Attorney Phil...
Join the upcoming seminar for continuing legal education to understand the missteps and pitfalls that can complicate the handling of a decedent's estate. Attorney Phil Azachi will share his extensive experience navigating litigation matters related to intestate...
When planning your estate, it’s crucial to remember that not all beneficiaries are created the same. Some may struggle to manage their financial affairs or make sound decisions independently. They might also be susceptible to exploitation or mismanagement of their...
Estate planning is one of those responsibilities that people generally don't enjoy addressing. Most people have an endless array of excuses for why they continue to procrastinate about estate planning. They have big financial moves in the works or intend to expand...
Estate planning is rarely a straightforward process. And for those who have considerable assets, planning for long-term care needs and eventually distribution to beneficiaries can be particularly challenging. One option that can help individuals to achieve their...
One of the more common reasons that people delay formal estate planning is concern about the expense involved. Many people worry that they may have to spend thousands of dollars putting together documents and reviewing their financial records with an attorney. Some...
Estate planning gives adults the chance to lay out a plan for what will happen to their assets after they pass away. Some people opt to accomplish this goal through trusts, but others count on their will alone. The problem with using a will to pass down assets is that...
Many people focus on passing down assets in their estate plan, but that’s not the only thing a comprehensive estate plan does. It should also outline your preferences for your end-of-life care and care in the event that you’re incapacitated due to illness or injury...
Trusts are legal arrangements wherein assets are held and managed by a trustee on behalf of the trust's beneficiaries. These allow for customization in the way assets are handled and may be included as part of a comprehensive estate plan. Trusts can be tailored to...
Estate planning is a critical aspect of financial management that is often misunderstood and shrouded in myths. For example, a prevailing myth is that once an estate plan is in place, it’s a set-and-forget scenario. However, life is dynamic, and your estate plan...
