Preserving Family Wealth for Generations

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    Navigating the Maze of Veteran Benefits

    Too often, a veteran may be entitled to a number of benefits, but there is nobody to let them know they accrued it. Carlos Perez, assistant secretary at the American Armed Forces Mutual Aid Association (AAFMAA), the longest-standing U.S. not-for-profit association for veterans agreed in a published interview. “We tell veterans that the military, like … Continue reading “Navigating the Maze of Veteran Benefits”

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    Optimizing Trust Administration

    When a person dies or becomes incapacitated, successor trustees are required to take over and follow the directions created in the trust. The process of trust administration can be complicated and confusing. So frequently the trustee will seek out a qualified trust administration attorney to help manage the process. An experienced legal team will help … Continue reading “Optimizing Trust Administration”

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    Legal Methods for Avoiding the Tax Man

    When people think of estate planning, they tend to focus on the distribution of an individual’s assets and other property when they pass away. But actually, tax planning is an essential part of every estate plan. Estate taxes can apply when the decedent has a will in place, but there are ways to minimize these … Continue reading “Legal Methods for Avoiding the Tax Man”

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    Special Trusts for Special Needs

    The challenge of caring for a disabled or special needs family member can be rewarding, but also exhausting financially and emotionally. By establishing a special needs trust, you can provide additional financial support for your elderly parents, disabled children or other loved ones without affecting their government support. A special needs trust can help you … Continue reading “Special Trusts for Special Needs”

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