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Month: September 2022

Things to Consider Before Accepting Your Inheritance

Posted on September 29, 2022 | by Davis Schilken

The news that you will be receiving an inheritance is often bittersweet because it means that somebody close to you has passed away. But you might also have mixed emotions about your inheritance for reasons that have to do with the actual accounts or property you are inheriting.

On Continue reading →

Posted in Uncategorized

Top Four Estate Planning Questions to Answer When Using Assisted Reproductive Technology

Posted on September 21, 2022 | by Davis Schilken

Welcoming a child into the family is a major milestone in every parent’s life, especially if you have utilized assisted reproductive technology (ART). With this blessing comes the need for comprehensive financial and estate plans that are uniquely tailored to your family’s needs. Continue reading →

Posted in Uncategorized

Right of Occupancy Trust: A Trust to Protect Your Home and Your Loved Ones

Posted on September 15, 2022 | by Davis Schilken
Estate planning is about protecting you and your loved ones. Sometimes this can be a difficult endeavor when there is a loved one who may require additional support at your death. While you may want to give as much as possible to this individual, you may not want to do so at the Continue reading →
Posted in Uncategorized

Think Your Estate Plan is Complete? Make Sure You’re Not Missing These Important Points

Posted on September 9, 2022 | by Davis Schilken

Roughly two-thirds of Americans do not have an estate plan, according to a recent survey from Caring.com.[1]

If you are among the minority of US adults who have prepared a will, living trust, and other end-of-life documents, you may think that your estate plan is settled. But you Continue reading →

Posted in Uncategorized

What To Do if Your Trustee Is Unresponsive

Posted on September 1, 2022 | by Davis Schilken

A trustee has a duty under the law to communicate with beneficiaries and keep them reasonably informed as to the progress of the trust administration. Depending on your state’s law, such duty to inform may require the trustee to give beneficiaries a copy of the trust document, provide Continue reading →

Posted in Uncategorized

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