What is a Gift Trust or Irrevocable Life Insurance Trusts (ILITs)?
“What is a Gift Trust?” is a common question among new clients. Gift Trusts are also know as Irrevocable Life Insurance Trusts (ILITs). This brief video blog explains what is a Gift Trust and when to use it. What is a Gift Trust or Irrevocable Life Insurance Trusts (ILITs)? A Gift Trust is a special type […]
What is a HIPPA Waiver?
“What is a HIPAA Waiver?” is a common question among new clients. This brief video blog explains what is this type of form. What is a HIPAA Waiver? The HIPAA Waiver is an often-overlooked aspect of homemade estate plans people may download from LegalZoom or some other document vending company. HIPAA – spelled H. I. P. […]
What is a Healthcare Power of Attorney?
“What is a Healthcare Power of Attorney?” is a common question among new clients. This brief video blog explains what is this type of power of attorney. What is a Healthcare Power of Attorney? A Healthcare Power of Attorney (also called a Medical Power of Attorney or in some states, a Healthcare Directive) is a document […]
What is Estate Planning?
“What is Estate Planning?” is a common question among new clients. This brief video blog is an introduction of what is estate planning. What is Estate Planning? “Estate Planning” is the process through which you design your legal estate plan. And because an estate plan, the legal strategy for managing one’s affairs and property, is […]
What is an Estate Plan?
“What is an Estate Plan?” is a common question among new clients. This brief video blog is an introduction of what is an estate plan. What is an Estate Plan? Your “Estate Plan” is the legal strategy for managing your Estate that you design while you have the cognitive ability to make such decisions that […]
What is an Estate?
“What is an Estate?” is a common question among new clients. This brief video blog introduces the concept and provides a definition of an estate for you. “What is an Estate?” is a common question among new clients. Your “Estate” is the sum of all assets you own or control in your individual capacity, minus […]