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What Is Estate Planning? A Guide

| John T. Midgett |
This guide was prepared for those who wish to learn some of the basic concepts and terminology used by practitioners of es…

When To Use a Will & The Benefits of Doing So

| Alison R. Zizzo |
Key Takeaways For young individuals or couples without children, or those with straightforward situations, a will is ofte…

Understanding Charitable Trusts

| John T. Midgett |
People with financial savvy look at wealth on a broad scale. They understand the need to acquire as well as to preserve an…

The Use Of Disclaimers In Estate Planning

| John T. Midgett |
Disclaimers are very useful estate planning tools. However, in order to use disclaimers effectively, it is essential to un…

A Special Trust For The Successful Child

| John T. Midgett |
Do you have a financially successful child? We often recommend against leaving all of the inheritance for the successful c…

So You Don’t Think You Need A Will

| John T. Midgett |
If you’re young, healthy and busy building up your assets, an estate plan to distribute those assets might be the furthest…

Powers of Attorney: A Look at the Basics

| John T. Midgett |
There are many legal documents and techniques that can be used to assist in the management of assets and health care decis…
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