How To Manage a Will and Trust

Benjamin Long Assets, Executor, Guardians, Life Insurance

Understanding Wills and Trusts in Estate PlanningThe Role of a Last Will and Testament“By definition, a Will accounts for a person’s wishes of how their …

What Is the Primary Purpose of a Credit Shelter Trust?

Benjamin Long Assets, Estate Planning Attorney, Probate

Understanding Credit Shelter Trusts for Estate PlanningThe Role of Credit Shelter Trusts in Reducing Estate Taxes“A credit shelter trust is used to help married couples …

Consider Funding a Trust With Life Insurance

Benjamin Long Assets, Exemption

Understanding the Role of Life Insurance in Trust Funding “Estate planning is all about ensuring that your wishes are met after your death. All estate …

What Exactly Does an Executor Do?

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

Understanding the Executor’s Role in Estate Planning “Whether you’re planning ahead for your own heirs or have been asked to serve as executor for someone …

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

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

The Importance of Discussing Estate Planning with Your Children “An immature or troubled child could try to misuse your money or goad you into handing …

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

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

Revocable Trust vs. Will: An Overview “One of the most fundamental choices you can make as you’re thinking about how to pass your assets on …

Top 10 Reasons To Get Going on an Estate Plan

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

Importance of Estate Planning “It took my husband Mike’s heart attack to force us to recognize the need for having an estate plan. It was …