How to Choose a Trustee When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs – […]
Read More »Why Factoring Long-Term Care Into Your Estate Plan Pays Off
Why Factoring Long-Term Care Into Your Estate Plan Pays Off For most people, thinking about estate planning means focusing on what will happen to their money after they pass away. […]
Read More »3 Ways to Minimize Estate Planning Fees
Today, it is impossible to put together even a simple estate plan without the assistance of an experienced estate planning attorney. Why? Because estate planning laws vary greatly from state […]
Read More »How to Avoid High Octane Stress and Organize Information for Your Family
How to Avoid High Octane Stress and Organize Information for Your Family Think, for just a few moments, about what would happen if you suddenly became incapacitated or died. Would […]
Read More »The Real Life Perils of Online and Do-It-Yourself (DIY) Estate Planning
The Real Life Perils of Online and Do-It-Yourself (DIY) Estate Planning With the number of online and do-it-yourself (DIY) legal providers continuing to grow and advertise heavily, you may be […]
Read More »Does Your Estate Plan Protect Your Adult Beneficiaries?
Does Your Estate Plan Protect Your Adult Beneficiaries? If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, then think […]
Read More »The Value of Having a “Life Plan” in Estate Planning
The Value of Having a “Life Plan” in Estate Planning All too often, estate planning is viewed as a transaction; just sign here, here, and here on a document: will, […]
Read More »How to Align Insurance with Your Estate Plan
How to Align Insurance with Your Estate Plan If you’re like most folks, you use a variety of insurance products to manage risk and protect you, your family, and your […]
Read More »3 Reasons You May Want to Avoid Probate
3 Reasons You May Want to Avoid Probate When you pass away, your family may need to visit a probate court in order to claim their inheritance. This can happen […]
Read More »Estate Planning for Unmarried Partners
Estate Planning for Unmarried Partners When you’re in a romantic partnership – as opposed to a marriage – you need to create the legal protections and benefits automatically afforded to […]
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