Should I Use a Trust to Protect My Children’s Inheritance?

Three young adults hugging

We have approximately $1.5 million in cash and investments, mostly in Certificates of Deposit (CDs). Our mortgage is paid and we have no debt. We have three adult children. Should we put out assets into a trust to better protect them for the future?

Why Do Seniors Get Scammed by Family Members?

wallet the clamp on it

Picture this scenario at the bank: A woman walks into her branch with her 25-year-old grandson and they’re ready to transfer $4,000 or so out of Grandma’s account into his. Is the grandson running a scam? If so, can the bank do anything to stop it?

Steps to Take as a Parent’s Condition Takes a Turn

My father only designated my mom as an agent on power of attorney forms, and they have not been updated in many years. Where do you think we should go from here?

What Can You Tell Me About a Special Needs Trust?

Boy walking with disability

If you have a loved one who deals with chronic illness or a disability of some kind, you want to be able to keep supporting them after you’re gone. However, you don’t want to disrupt their ability to collect funds from programs like Medicaid or disability payments. In these situations, you can use a special needs trust.

What Estate Planning Do I Need with a New Baby?

Adorable Baby

Becoming a parent means taking on a whole new level of responsibility. After all, you’ve now got a new life in your hands and your child is dependent on you for everything.

Do It Yourself Wills Go Wrong–Fast

Man and woman look stressed with documents

I want to divide my estate equally among their three children. I’ve mapped out a plan to dispose of my property without any probate whatsoever. I put it together from what I’ve read on the internet. It’s just marvelous what you can learn by Googling things, don’t you think?

If You’re Going to Die, You Need an Estate Plan

Grandfather reading to granddaughter estate planning in brooks georgia

Estate planning sounds like you need to be of nobility and own country estates before it applies to you. However, estate planning only means that you are making a plan for when you pass away or are no longer able to make good decisions for yourself.