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Decanting: How to Fix a Trust That Isn’t Getting Better with Age

By Melissa A. Register April 15, 2019 Posted in Advanced Estate Planning

While many wines get better with age, the same cannot be said for some irrevocable trusts. Maybe you’re the beneficiary of a trust created by your great grandmother over seventy years ago and that trust no longer makes sense. Or, maybe you created an irrevocable trust twenty years ago, and its original purpose is no longer applicable.

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Have You Forgotten A Key Family Member in Your Estate Plan?

By Melissa A. Register March 15, 2019 Posted in Core Estate Planning

Whether you care for a dutiful Dachshund, a clowder of cats, or a bevy of bunnies, you probably devote a lot of attention to your pets. You work hard to care for them and provide them with love and affection. But have you given serious thought about what would happen to them if you became incapacitated or die?

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Are Any of These Mistakes Lurking in Your Estate Plan?

By Melissa A. Register February 15, 2019 Posted in Core Estate Planning

Common estate planning mistakes can derail your overall wealth plan. Addressing these errors is essential to ensure your wealth is managed properly during your incapacity or after your death.

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Estate Planning When Not All of Your Kids are in the Family Business

By Melissa A. Register February 4, 2019 Posted in Business Owners

Many small business owners focus on the day-to-day management and growth of the business, rather than thinking about a time when he or she may not be in the business. This is a far too common mistake. Future plans for your enterprise are even more important when one child works in the business, but the others do not.

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