by Ali Aderholdt | Nov 24, 2025 | Elder Issues, Elder Law, Estate Planning, Legacy Preservation
How to Have the Estate Planning Talk During Thanksgiving Dinner (Without the Tension) Holidays like Thanksgiving bring families together, which makes it a natural time to talk about important topics, including estate planning. But bringing up wills, trusts, and future... 
by Ali Aderholdt | Dec 4, 2024 | Estate Planning
As the year comes to a close, many of us take stock of what we have accomplished and make plans for the future. For those with an estate plan already in place, the end of the year is the perfect time to review and update it. Life changes, legal updates, and financial... 
by Ali Aderholdt | Aug 16, 2022 | Estate Planning
Are you and your spouse considering adding a Spousal Lifetime Access Trust to your current estate plan? A Spousal Lifetime Access Trust, more commonly referred to as a “SLAT,” is an estate planning tool that you and your spouse may want to use. It allows you to remove... 
by Ali Aderholdt | Aug 2, 2022 | Estate Planning
Are you considering adding a trust to your estate plan, but not sure what a trust can do? A trust is an estate planning tool into which you place your assets. These assets are then managed by a trustee selected by you for the benefit of the trust’s beneficiaries.... 
by Ali Aderholdt | Jan 5, 2021 | Estate Planning
Did you know that trusts can be useful tools in many estate plans, even the plans for people with moderate wealth? Trusts can prevent probate, which can be costly and time consuming, and some trust can protect assets from creditors and taxation. Having a basic...
