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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 & […]
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, […]
How To Make An Estate Plan For Couples In Second (Or Third) Marriages
In the U.S., four out of ten marriages involve at least one person who has been married before. Second (or third) marriages come with unique challenges, mainly concerning finances and blended families. Estate planning for couples in second (or third!) marriages requires additional planning to protect your spouse and your family from unintended consequences, such […]
Can I Leave Money to My Church When I Die?
As the season of giving approaches, many people reflect on how they can make a lasting impact on the causes that matter most to them. For some, this includes leaving a gift to their church or a cherished organization as part of their estate planning. Thoughtful planning allows you to extend the spirit of generosity […]
Should I Transfer My House To My Child While I Am Still Alive?
When creating an estate plan, many clients ask whether transferring their property to their children while they’re still alive is a smart decision. The answer is “it depends.” Making this transfer can have lasting impacts—both positive and negative—on family dynamics, finances, and estate planning. So, without further ado, let’s dive into the pros and cons […]
Does a Living Trust Protect Assets from a Nursing Home in Rhode Island?
Nursing homes are really expensive and it is no wonder people are terrified about how to pay for long term care. The fear is not misplaced. The average nursing home will cost you about $10,000 per month. The average nursing home stay is 18 months. For the majority of Americans, this will quickly drain your […]
How NOT to Work with an Estate Planning Attorney: The Halloween Edition
Estate planning may not seem like a Halloween horror story, but ignoring the essentials can haunt you later. Working effectively with your attorney is key to keeping the skeletons out of your financial closet and protecting your loved ones. Here are some frightening mistakes you should avoid when working with your estate planning attorney: 1. […]
Rhode Island Probate vs. Trust Administration Compared Side By Side
Do you need a will, or do you need a trust? Confused about the difference? The major difference is probate – which is the court process that applies to a person’s estate whether they leave a will or not. When it comes to estate planning, understanding the difference between probate and trust administration can significantly […]
Who Are The 5 Actors (Roles) In A Living Trust? And Why They’re Important to Understand Before Sitting Down With Your Estate Planning Attorney
Imagine a living trust as a well-directed play, with each person involved acting a crucial role to ensure everything runs smoothly. As an estate planning attorney, I often find that explaining these roles as “actors” in a play helps clients understand their responsibilities and importance. Let’s meet the main actors in your living trust production. […]