Enriching Life With Third-Party Special Needs Trusts
By Canarick & Canarick |
A special needs trust (SNT) allows an individual to provide for a disabled beneficiary without jeopardizing the beneficiary’s eligibility for ...
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Have You Checked Your Beneficiary Designations Lately?
By Canarick & Canarick |
You regularly check the balances of your retirement, bank, and investment accounts. But when was the last time you checked ...
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Left Out of Your Parent’s Estate Plan? What You Need to Consider
By Canarick & Canarick |
Many members of the next generation are banking on a sizable inheritance as part of an unprecedented intergenerational wealth transfer ...
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How to Pick a Trustee, Executor, and Agent under a Power of Attorney
By Canarick & Canarick |
While the term fiduciary is a legal term with a rich history, it generally means someone who is legally obligated ...
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Should Your Child’s Guardian and Trustee Be the Same Person?
By Canarick & Canarick |
If you have overheard any estate planning discussions, you have likely heard the words “guardian” or “trustee.” In estate planning, ...
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CLIENT ALERT: Changes to the Gift and Estate Tax are Coming
By Canarick & Canarick |
Current Law: The Tax Cuts & Jobs Act, enacted in 2017 and effective for years 2018 through 2025, more than ...
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Four Things A High School Senior Needs to Know Before Graduating
By Canarick & Canarick |
Young adults are not known for being the most fiscally responsible people. Yet financial planning is more important than ever ...
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Does a Young Adult Need a Will?
By Canarick & Canarick |
As our client—and as a parent—you know that having a comprehensive estate plan ensures that your children will be taken ...
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Young Adults Can Use a Starter Estate Plan
By Canarick & Canarick |
The long, carefree days of summer are nearing an end. If you have a high school senior at home, childhood ...
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Can I Leave My Spouse Out of My Estate Plan?
By Canarick & Canarick |
The relationship between spouses is special in all contexts, not the least of which is the estate planning context. In ...
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What You Can Learn from the Leno Conservatorship Proceedings
By Canarick & Canarick |
When most people think about creating an estate plan, they usually focus on what will happen when they die. They ...
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Pros and Cons of Naming Many Residuary Beneficiaries in a Will or Trust
By Canarick & Canarick |
You have meticulously created your estate plan to ensure that it includes and addresses all of your most important assets ...
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Ballots to Beneficiaries: How Potential Presidential Policies Could Shape the Future of Your Estate Plan
By Canarick & Canarick |
Ready or not, we are entering another presidential election season. If you are like most Americans, the economy is top ...
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Sun, Sand, and Succession: Estate Planning Tips for Your Vacation Property
By Canarick & Canarick |
A vacation property can be one of the most valuable things you can pass down to your loved ones, from ...
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From Field to Heirloom: Strategies for Passing Down Sports Memorabilia in Your Estate Plan
By Canarick & Canarick |
You may have spent decades building up your sports memorabilia collection. Maybe you have some rare cards and autographed pictures ...
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