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An estate plan is rarely a “one and done” document. Life changes, and your plan should change with it. Over the course of a lifetime, people experience milestones such as marriage, welcoming children, or purchasing a home. Others face unexpected challenges like illness, disability, or the loss of a loved one. As your health, priorities, and financial goals evolve, the estate plan you created years ago may no longer meet your needs. For these reasons, estate plans should be re

As an estate planning attorney, I know how easy it is to assume certain legal concepts are “common knowledge.” But for most people, they’re anything but. Think about the last time you sat in a doctor’s office and heard a string of medical terms that made no sense. Frustrating, right? Legal jargon can feel the same way. That’s why I’m writing this post: to break down the differences between a will  and a trust  in plain English. These terms may seem interchangeable, but they s

In 2014, Congress passed the Achieving a Better Life Experience (ABLE) Act , creating tax-free savings accounts designed to help individuals with disabilities cover qualified expenses. These accounts, known as ABLE accounts , are relatively new, and many families wonder whether they should rely on a special needs trust, an ABLE account, or perhaps both. This post takes a closer look at whether ABLE accounts can serve as a sufficient alternative to special needs trusts. Please

Trusts have been around since ancient Rome when people used them to transfer property under specific conditions to avoid restrictive inheritance laws. Over time, this concept evolved into the modern legal tool we call a trust. At its core, a trust is a legal arrangement involving three roles: Settlor (also called trustor or grantor):  creates the trust and transfers assets Trustee: manages the assets Beneficiary: receives the benefits of the trust Sometimes, the settlor can