Skip to main content
Category

Trust planning

New Rules for Special Needs Trust
New Rules for Special Needs Trust Trust planning

New Rules for Special Needs Trust

New Rules for Special Needs Trust Navigating the world of special needs trusts can feel overwhelming, especially with the recent updates in regulations. With these new rules for special needs trust, it’s crucial to stay informed about how they may affect your planning and financial security. For families with loved ones who have disabilities, understanding these changes is key to…
ocdenson@gmail.com
October 3, 2024
Contesting a Will
Contesting a Will: A Comprehensive Guide Trust planning

Contesting a Will: A Comprehensive Guide

Contesting a Will: A Comprehensive Guide Contesting a will can feel like stepping into uncharted territory. It’s not just about money or possessions; it’s often tied to deep emotional ties and family dynamics. When someone passes away, their final wishes are put on paper, but what happens when those wishes come under scrutiny? The complexities of inheritance law can leave…
ocdenson@gmail.com
October 3, 2024
Understanding Estate Accounts
Understanding Estate Accounts Trust planning

Understanding Estate Accounts

Understanding Estate Accounts Are you navigating the complex world of estate accounts and wondering how long funds must remain in them? Understanding the ins and outs of estate accounts is crucial for ensuring a smooth process. In this blog post, we will delve into the duration of an estate account, legal guidelines to consider, practical considerations for managing assets, and…
ocdenson@gmail.com
July 31, 2024
Legal Guardianship of an Adult
Legal Guardianship of an Adult Trust planning

Legal Guardianship of an Adult

Legal Guardianship of an Adult Are you considering becoming a legal guardian for an adult in need of assistance? The process of guardianship can be complex, but fear not! This blog post will guide you through the ins and outs of adult guardianship, from how a guardian is appointed to the court's role in this crucial decision-making process. Let's dive…
ocdenson@gmail.com
June 14, 2024
Trust planning In 2024
Trust planning In 2024 Trust planning

Trust planning In 2024

Trust planning Welcome to the world of trust planning, where financial security meets peace of mind! Whether you're looking to safeguard your assets for future generations or optimize tax benefits, trusts offer a versatile solution. In this blog post, we'll delve into the ins and outs of trust planning, exploring its various types and highlighting the myriad benefits it can…
ocdenson@gmail.com
May 22, 2024