Protect Your Wealth and Your Spouse with a Spousal Lifetime Access Trust February, the month of love, is the perfect time to show your loved ones that you care about their financial futures. While chocolates and flowers are nice gestures, a spousal lifetime access...
Year: 2025
Maximize Tax Benefits and Protect Your Spouse with a Qualified Terminable Interest Property Trust
Valentine’s Day spending totaled nearly $26 billion in 2024, including an all-time high of $6.4 billion spent on jewelry.[1] Yet many Americans report feeling disappointed that their partner did not do enough to celebrate Valentine’s Day.[2] More than 40 percent of US...
Appointing Your Legacy: A Guide to Using a General Power of Appointment Trust to Protect Your Spouse
Through sickness and health, thick and thin, you and your spouse have been there for each other. You may even share almost everything, including your estate plan. That plan expresses the love and trust you have built over the years. It ensures that the other will be...
Myths and Frequently Asked Questions
Estate Planning for Newlyweds Myth 1: Jointly owning all your accounts and property means that you need no estate plan because the survivor will automatically become the sole owner of everything as a matter of law. Fact: While it is true that the survivor may...
Your Post-Honeymoon Legal Checklist
Your wedding day was absolutely perfect. You and your spouse went on your honeymoon and had the time of your lives. Now you are back and can breathe a sigh of relief as the years ahead unfold before your eyes. Well, not so fast. With your honeymoon over, there are...
Why Joint Ownership Should Not Be the Go-To Plan for Newlyweds
If you recently married or have been married for a while and have acquired additional money or property (or plan to), you have options regarding how your assets can be owned. Although joint ownership seems easy and convenient, it may not always work as well as you...
Estate Planning Basics for Newlyweds: How to Prepare for the Unexpected
Getting married is a special time in your life; you may have a beautiful wedding, a fun reception (with a delicious cake and special gifts), and a romantic honeymoon. It is also the right time for you and your new spouse to plan for your future—for richer or for...
Beware of Scams: Protect Yourself and Your Estate!
In recent weeks, several of our clients have been targeted by fraudulent companies and deceptive schemes. Below are a few examples of scams we’ve encountered, along with important tips on how to protect yourself and your loved ones from falling victim. DCM Solutions:...
Whom Do You Trust to Make Your Medical Decisions?
It might be a stretch to say that if you have your health, you have everything. However, to some people, decisions about their health are arguably more personal in nature and more important to their overall well-being than financial decisions. This leads to the...
Whom Do You Trust to Make Your Financial Decisions?
You wake up and check your investments over a cup of coffee. That tech stock you have been eyeing continues to trend upward, so you log in to your online brokerage account and buy some shares. Later in the day, you get a notice that your mortgage payment has been...