(401) 307-5556
Adults who are no longer able to handle their finances or make healthcare decisions for themselves are set up for “living probate,” which refers to a guardianship or conservatorship. In simpler terms, you want to avoid guardianship for the same reason you want to avoid probate. The real situation you want to prevent while you […]
First Party Vs. Third Party Special Needs Trusts: I do BOTH!
Planning for a loved one with special needs requires more than just good intentions—it requires thoughtful, strategic action. Leaving assets directly to a special needs beneficiary, even with the best of intentions, can unintentionally jeopardize their eligibility for essential government benefits like Medicaid or Supplemental Security Income (SSI). That’s where a Special Needs Trust (SNT) […]
Selling vs. Keeping Inherited Properties: What to Consider During Probate
Inheriting real estate can be both a financial opportunity and a potential source of stress—especially when multiple heirs are involved. Deciding whether to keep or sell the property depends on a variety of legal, financial, and emotional factors. Below, we explore the pros and cons of each option, how the probate process plays into the […]
After My Living Trust is Set Up, How Long Until It’s Funded?
A living trust is an excellent tool for estate planning. Think of it like a treasure chest – we build it and provide you with a couple of keys to the lock. But an empty treasure chest is essentially worthless. The same can be said for an unfunded living trust. Whether you have an existing […]
Why Spring Is the Perfect Time to Review Your Estate Plan
Life is constantly changing—marriages, births, new investments, retirement, and even changes in tax laws can impact your estate plan. If you haven’t reviewed your documents in a while, now is the perfect time to make sure they still reflect your wishes. Estate Plan Spring Cleaning Checklist by Jill M. Santiago, ESQ Review Your Will & […]
Why Writing An Estate Plan On Your Death Bed Is A Bad Idea
We all know life can be unpredictable. Estate planning isn’t exactly at the top of most people’s to-do lists, and it’s easy to put off making a will—until time starts running out. This is where deathbed wills come in—wills that are created at the very last moment, often in stressful, emotional situations. You want to […]
How To Help Your Parents With Their Estate Planning The Right Way
Let’s be real, talking about estate planning with your parents can be…awkward. But it’s also super important. You want to make sure they’re taken care of and that their wishes are honored, right? So, how do you navigate this tricky topic? Don’t worry, I’ve got you covered. Here’s a down-to-earth guide to help your parents […]
Wills Vs. Trusts Compared Side By Side
Wills and trusts the two most common tools used in estate planning to ensure your assets are distributed according to your wishes. While both serve the fundamental purpose of passing on wealth and protecting your loved ones, these documents function in different ways and offer distinct advantages. Understanding the key differences—such as probate avoidance, privacy, […]
Procrastination vs. Preparation: The Financial and Emotional Costs of Putting Off Estate Planning
Avoid costly delays in estate planning—learn the financial and emotional impacts of procrastination and how to prepare effectively.
How To Make An Estate Plan For Couples In Second (Or Third) Marriages
Create a clear estate plan for couples in second or third marriages to protect assets, heirs, and blended families effectively.
