What Is a Holistic Estate Plan?
May 20, 2021
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No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
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How to Avoid Probate
May 10, 2021
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How can we avoid probate and reduce the estate tax for our beneficiaries, who are our two adult children?
Should Young Families have an Estate Plan?
May 7, 2021
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Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
What Is a Living Trust Estate Plan?
April 28, 2021
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While a Last Will can help ensure that one’s wishes regarding the distribution of their estate upon death are followed, it is the living trust that allows the estate to avoid probate.
Preparing for an Estate Planning Meeting
April 9, 2021
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While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.
Trusts: Not Just for the Wealthy
April 7, 2021
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When you hear the word trust fund, you might think of the uber-wealthy giving their kids a big chunk of cash on their 25th birthday. However, trust funds aren’t just for the rich.
Estate Planning for a Blended Family
March 19, 2021
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If you’re in a blended family, you’re already aware of the emotional and financial issues involved in your daily life. However, what about the future?
How Do You Handle Probate?
March 8, 2021
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Although there is considerable legal information and misinformation, it is generally understood that a last will and testament is the device used to distribute property after death. However, the why, how and when are less familiar.
Is Estate Planning After a Divorce Important?
February 22, 2021
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After the divorce, Mike logged onto the employer’s benefits system and tried, but failed, to delete Wendy as the beneficiary of his life insurance.
Don’t Doubt – Just Do Your Estate Plan
February 17, 2021
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The steady drone of coronavirus news these past nine months has spurred countless older Americans to face a long-procrastinated task: writing—or rewriting—their wills.
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