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Archive for the Living Trust Category

5 Estate Planning Tips for Blended Families

On December 17, 2017   /   estate planning, Living Trust   /   1 Comment
5 Estate Planning Tips for Blended Families

Divorce and remarriage are common. Blended families bring an extra challenge to estate planning for Chicago area residents, and it’s important to have those difficult conversations with loved ones when contemplating another marriage. Here are five tips to help resolve financial concerns in blended families. Tip #1:

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Parents and Grandparents Planning for Minor Children – A Trust May Be the Best Option for Asset Distribution

On December 11, 2017   /   Information, Living Trust, Uncategorized   /   1 Comment
Parents and Grandparents Planning for Minor Children – A Trust May Be the Best Option for Asset Distribution

A previous blog post discussed guardianship, the first of two issues that affect planning for minor children. This post will look at some ideas for leaving money to minor children. First is the idea that minors cannot really own investments outright. As such, dealing with gifts of

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Tips For Minimizing the Effects of the Equifax Data Breach

On October 29, 2017   /   Blog, Information, Living Trust   /   Leave a comment
Tips For Minimizing the Effects of the Equifax Data Breach

The data breach of Equifax, one of the big three major credit reporting agencies, has exposed the sensitive, personal information of 143 million Americans, according to news reports. The breach lasted from mid-May through July, according to Equifax. Hackers gained access to people’s names, social security numbers,

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Answer: Who Should I Choose as Trustees of My Trust?

On August 27, 2017   /   Blog, estate planning, Information, Living Trust   /   Leave a comment
Answer: Who Should I Choose as Trustees of My Trust?

You can select an individual as a Trustee, such as a close friend or family member; or a professional can be selected, such as an attorney or CPA; or you may choose a financial institution or a bank. A good Trustee should be someone who is honest

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Why You Shouldn’t Put Off Updating Your Important Documents

On August 20, 2017   /   Blog, estate planning, Information, Living Trust   /   Leave a comment
Why You Shouldn’t Put Off Updating Your Important Documents

When people put off updating their estate plans, they’re playing a very dangerous game. This sort of procrastination is downright irresponsible and often results in a people’s loved ones facing additional stress, financial loss, and hurt feelings. The Wall Street Journal recently highlighted several examples of cases

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Recent Posts

  • 5 Estate Planning Tips for Blended Families
  • Parents and Grandparents Planning for Minor Children – A Trust May Be the Best Option for Asset Distribution
  • Estate Plans Talk During Holiday Get Togethers
  • How to Help Widows with Financial Planning
  • Tips For Minimizing the Effects of the Equifax Data Breach

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