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Legacy Planning: The Ultimate Gift

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What Is the Best Way to Leave Money to Children?

Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.
06/15/22 • by: Law Office of Michelle Adams
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What are Benefits of Putting Money into a Trust?

Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
06/15/22 • by: Law Office of Michelle Adams
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What Happens Financially when a Spouse Dies?

When you lose your mate, you lose so much—your best friend, your equilibrium and your future together. Just when you’re at your lowest, it hits you: You could lose a lot of money, too.
06/15/22 • by: Law Office of Michelle Adams
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How to Find a Great Estate Planning Attorney

One of the most important decisions you’ll have to make when creating an estate plan is which estate planning law firm to work with.
06/15/22 • by: Law Office of Michelle Adams
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What Should I Know about Estate Planning before ‘I Do’?

The thought of weddings and romance, honeymoons, guest lists, where to register, etc., leaves little room for estate planning. This article will provide five estate planning tips for newlyweds.
06/06/22 • by: Law Office of Michelle Adams
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What are the Early Signs of Dementia?

Here are some common medical problems that can be mistaken for dementia.
06/06/22 • by: Law Office of Michelle Adams
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What about House Contents when Someone Dies?

It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their home, or perhaps they wanted you to inherit a specific item.
06/06/22 • by: Law Office of Michelle Adams
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How Does My Inherited IRA Fit into Estate Planning?

Most people don’t know the first thing about the Secure Act and yet it has great impact on their retirement planning.
06/02/22 • by: Law Office of Michelle Adams
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What Is a Digital Estate Plan?

It’s not pleasant to think about death or a medical emergency that could put you out of commission, even temporarily. However, one of the greatest gifts you can give to a loved one is preparing for those scenarios.
06/02/22 • by: Law Office of Michelle Adams
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Senior Second Marriages and Estate Planning

More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.
06/02/22 • by: Law Office of Michelle Adams
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