by Annette Hines | Jun 13, 2023 | Estate Planning
Congratulations, Dad. You’ve raised your children, who now have children of their own. Despite all the obstacles of recent years, the family is thriving. You feel good about how you’ve led your life and are hopeful about the years ahead. The next thing on your agenda:...
by Annette Hines | Apr 24, 2023 | Estate Planning, General Interest
Some kinds of assets, like life insurance, retirement plans, and non-retirement annuity contracts, have death beneficiary designations on the various forms for the plan which state where the assets go when you pass away. These death beneficiary designations will...
by Annette Hines | Apr 20, 2023 | Estate Planning, Special Needs Trust
If you plan to give away property or assets, or protect a loved one with special needs after you pass away, you’ll need to create a will, trust document, or other estate planning document, advises KHTS’s recent article entitled “Common Documents An Estate Planning...
by Annette Hines | Feb 2, 2023 | Estate Planning, Special Needs Planning, Special Needs Trust
Having your estate planning documents created with an experienced special needs professional is important, as is naming the people who will be putting your plan into action. A key sticking point is often deciding who is the right person for the role, says an article...
by Annette Hines | Jan 18, 2023 | Estate Planning, Special Needs Planning, Special Needs Trust
Serving as a trustee of a special needs trust can be a time-consuming and complicated job, which is why trustees are almost always entitled to compensation for their services. Payment of trustees usually takes one of two forms: either a flat fee based on a percentage...
by Annette Hines | Nov 15, 2022 | Estate Planning
If you’ve already created a revocable trust, congratulations—that means you’ve taken steps to protect the people important to you and eliminated concerns they may have about what will happen when you’re gone. A recent article, “3 Things to Consider when Naming...
