How To Manage a Will and Trust

Benjamin Long Assets, Executor, Guardians, Life Insurance

“By definition, a Will accounts for a person’s wishes of how their assets and estate should be distributed and handled once they die. It spells …

What Is the Primary Purpose of a Credit Shelter Trust?

Benjamin Long Assets, Estate Planning Attorney, Probate

“A credit shelter trust is used to help married couples with significant assets pass their estates after their deaths to children or other beneficiaries without …

Consider Funding a Trust With Life Insurance

Benjamin Long Assets, Exemption

“Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. …

What Exactly Does an Executor Do?

Benjamin Long Assets, Estate Planning Attorney, Executor, Heirs, Probate, Wills

“Whether you’re planning ahead for your own heirs or have been asked to serve as executor for someone else, it pays to understand what the …

When Should You Have ‘the Talk’ With Your Kids?

Benjamin Long Assets, Dementia, Estate Planning Attorney, Retirement, Retirement Plan

“An immature or troubled child could try to misuse your money or goad you into handing over assets you might need later. Complicated family dynamics, …

Does Your Estate Plan Need a Will or a Trust or Both?

Benjamin Long Assets, Beneficiaries, Estate Planning, Heirs, Probate, Wills

“One of the most fundamental choices you can make as you’re thinking about how to pass your assets on to heirs, is whether you hold …

Top 10 Reasons To Get Going on an Estate Plan

Benjamin Long Assets, Estate Planning, HIPAA Authorization, Inheritance, Minor Children, Wills

“It took my husband Mike’s heart attack to force us to recognize the need for having an estate plan. It was not smart. You are …