Protect Your Aging Loved Ones from Undue Influence
Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they...
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What Your Last Will & Testament Will (and Will Not) Do - Part 2
August is “National Make-a-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...
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What Your Last Will & Testament Will (and Will Not) Do - Part 1
August is “National Make-a-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...
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3 Critical Considerations for How to Save for Your Child's/Grandchild's College Education - Part 2
If you have started to save for your child's or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
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3 Critical Considerations for How to Save for Your Child's/Grandchild's College Education - Part 1
If you have started to save for your child's or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
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How Estate Planning Can Reduce the High Cost of Dying - Part 2
Despite the fact that it happens to every single one of us and is every bit as natural as birth, very few among us are properly prepared...
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How Estate Planning Can Reduce the High Cost of Dying - Part 1
Despite the fact that it happens to every single one of us and is every bit as natural as birth, very few among us are properly prepared...
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5 Common Estate Planning Concerns for Your Second (or More) Marriage
With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...
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3 Reasons Why Single Folks With No Children Need an Estate Plan
These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of...
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If You’ve Been Asked to Serve as Trustee, Here’s What You Should Know
If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it’s a big...
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How Creating a Life & Legacy Plan With Cruz Law Creates and Preserves Your Family's Legacy
When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left...
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3 Reasons Why Transferring Ownership of Your Home to Your Adult Child is a Bad Idea
Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child...
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Protect Your Children’s Inheritance With a Lifetime Asset Protection Trust
As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating...
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Probate: What It Is & How To Avoid It—Part 2
Unless you’ve created a proper estate plan, when you die (or become incapacitated) many of your assets must go through probate before...
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Probate: What It Is & How To Avoid It— Part 1
Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate...
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Purchasing Life Insurance For Your Family: What You Need To Know
Life insurance is a key component of your family’s estate plan, offering those who depend on you for their financial security a safety...
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How to Pass Down Your Family Wealth Legacy During the Holidays
As you likely already know, but may not have given much thought about, the most important inheritance you provide is so much more than...
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One of the Greatest Gifts to Your Family is the Plan for Incapacity
When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their stuff...
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Estate Planning For A Child With Special Needs: What Parents Need To Know
Estate planning is an obvious concern for all parents, but if you have a child with special needs, it’s crucial that you are aware of the...
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10 Things You Should Know About Living Wills (a/k/a Advance Health Care Directives)
When it comes to estate planning, you’ve most likely heard people mention a couple of different types of wills. The most common is a...
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