by Jeff Fleming | Jul 26, 2021 | Uncategorized
All trusts should be reviewed every few years to make sure that they are up-to- date with the law and meet your current goals. Following is a checklist of trust features you can review yourself. But be aware that these only refer to revocable “living”...
by Jeff Fleming | Jun 25, 2021 | Uncategorized
Giving your house to your children can have tax consequences, but there are ways to accomplish it tax-free. The best method to use will depend on your individual circumstances and needs. Leave the house in your will The simplest way to give your house to your children...
by Jeff Fleming | May 26, 2021 | Uncategorized
Long-term care involves not only a loss of personal autonomy; it also comes at a tremendous financial price. Proper planning can help your family prepare for the financial toll and protect assets for future generations. Long-term care can be very expensive, especially...
by Jeff Fleming | Apr 12, 2021 | Uncategorized
Many websites offer customized, do-it-yourself wills and other estate planning documents. Although such products are convenient, using them could create serious and expensive legal problems for heirs. These digital services appear to offer a cost-effective and easy...
by Jeff Fleming | Mar 23, 2021 | Uncategorized
Every adult is assumed to be capable of making his or her own decisions unless a court determines otherwise. If an adult becomes incapable of making responsible decisions, the court will appoint a substitute decision maker, usually called a “guardian,” but...
