529 savings plan

Using a 529 Savings Plan in Your Estate Plan

Have you ever heard of a 529 savings plan? If so, you probably heard that it can be a great way to save for a child’s or a grandchild’s educational expenses. The name for this tax-advantaged investment vehicle comes from the Internal Revenue Code section that authorizes them. 529 savings plan provides a way for…

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What Is an ABLE Account?

Do you have a loved one with special needs? If so, you may be worried about how to provide for them. You see, leaving or giving money to a person with special needs can be complicated. This is mainly due to the fact that many special needs individuals rely on the continued receipt of government…

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Legal Grounds for Contesting a Will

After the passing of a loved one, there may be people that are surprised, disheartened, or outright angry about the contents of his or her will. Please know that a will cannot be challenged or contested solely on the grounds that a person does not like or agree with its terms. Emotions can run high…

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mom and son creating special needs trust

What Is a Special Needs Trust?

Every family has unique estate planning needs because every family is different. Families come with different structures, different dynamics, and different needs for each member. Do you have a family member with special needs? If so, you may have worried about how to provide for them or how to give them a gift or leave…

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woman with an estate plan

How to Choose Your Personal Representative

Estate planning can provide a range of benefits, including protecting a future you want for yourself, your family, and your loved ones. It will involve the selection of trusted individual that will be tasked with important roles in safeguarding your wishes. For instance, the personal representative of your estate will play a critical part in…

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Woman reviewing her estate plan with attorney

Times You Should Review Your Estate Plan

Having an estate plan in place means that you have taken a significant step in protecting a future you want for yourself and your loved ones. Establishing an estate plan, however, does not mean the process is over. Over time, our lives can significantly change. Our family dynamics change, family structures change, financial situations change,…

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