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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
Understand the 5 key roles in a living trust—grantor, trustee, successor, beneficiaries & advisors. Rhode Island guide by Jill M. Santiago.
What To Do If You Suspect A Trustee Is Being Dishonest?
A living trust is a common estate planning tool. When creating your trust, one of the most important choices you’ll make is who will serve as your trustee. In most cases, at the time you create your living trust, you will be your own trustee for as long as you are living and competent. But […]
Creating a Comprehensive Estate Plan as a Rhode Island-Florida Snowbird
Create a tailored estate plan for Rhode Island-Florida snowbirds with expert guidance to protect your assets and legacy today.
MA vs. RI: Is My Estate Plan Valid In All States?
Learn how estate plans from Massachusetts and Rhode Island are recognized across states and key factors when moving or owning property elsewhere.
How NOT To Plan For Your Death (Shortcuts + Pitfalls in Estate Planning)
When creating an estate plan, it is not uncommon for people to overlook important details or resort to shortcuts that lead to complications down the road. Over the years I have become familiar with the many shortcuts people take in their estate planning and the many pitfalls of inadequate planning. If you’re making an effort […]
How Often Should You Update Your Estate Plan in Rhode Island?
After creating an estate plan – whether a will or a trust – clients often ask, “When should I update my estate plan?” The simple answer is–whenever necessary! Three things in life are certain: death, taxes and change. In this post, I will focus on change. There are numerous occasions that would necessitate updating your […]
Online Estate Plan vs. Working With An Experienced Attorney: Which is Best?
In today’s digital age, convenience is king. With just a few clicks, you can order groceries, book travel, and yes, even create an estate plan online. While the allure of do-it-yourself solutions may seem tempting, there’s one crucial aspect that online services lack – personalized expertise. In this blog post, we’ll delve into the benefits […]
