Estate planning is already taking one step toward protecting your loved ones in the event that something happens to you. You would want everything to go according to plan to save your family from unnecessary stress and burden. With that said, it is important to have a...
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Estate Planning
Should irrevocable trusts be part of my estate plan?
If you have estate planned or are currently estate planning, especially if you are an older American, you likely have heard the term, irrevocable trusts. However, should an irrevocable trust be part of your Juneau, Alaska, estate plan? While this blog cannot answer...
529s offer pleasant estate planning benefits for new parents
As a new parent, you have big dreams for your child, including having them go to college one day. It is no secret, though, that college is expensive. So, you start saving now by taking out a 529. A 529 can do more than just fund your child’s education. It can be an...
Are you prepared for estate planning in a blended family?
A lot of people put off estate planning because they think that they don’t need anything more than a simple will to distribute their assets to their spouse and their children. While this may be sufficient in some circumstances, in others it may fall short of achieving...
Estate planning basics for new parents in Alaska
When you are expecting a baby, you are thinking about things like choosing the right name for your child, decorating the nursery and setting up a college fund. One other aspect of parenthood that some do not consider is the fact that if you and your child’s other...
Advance healthcare directives are for everyone
When it comes to estate planning, it’s easy to assume that it’s mostly for older folks. But there are some aspects that can be helpful at any age. Advance healthcare directives are one of these aspects – accidents and unexpected illnesses can happen even to the young,...
How a special needs trust can help an ill or disabled family member
The government provides several financial assistance programs intended to help chronically disabled or ill persons meet their health care and living costs. Virtually all of these plans have income limits that control eligibility for each program. A special needs trust...
Estate planning for second marriages
Many couples in Southeast Alaska are in their second (or third+) marriage. Although a new marriage can be a fresh start from the death or divorce of a spouse there are important things for a couple to consider when it comes to estate planning. Remarriage can bring up...
Life events triggering young adults to draft an estate plan
It is not uncommon to associate some tasks with retired and elderly adults. For example, many would put off establishing an estate plan until later in life because it was thought that it was something you did when you were old and retired. Well, this has not been the...
Why should a younger couple consider estate planning?
Many younger couples living in and around Juneau may not put a high priority on estate planning. For one, it may just be too early in life to think about a person’s decline and death. Moreover, even if they show a lot of promise, younger couples often will just be...