Will vs. Trust: Which is Right for You? When you sit down to create your estate plan, there are likely dozens of questions running through your mind. Who should get possession of your home? Who should run the family business? Will you create a college fund for your grandkids? What charity should you donate to? […]
Read More »What to Bring to Your First Meeting with the Estate Planning Attorney
What to Bring to Your First Meeting with the Estate Planning Attorney If you are thinking about putting together an estate plan, it is important to consult with an attorney who is knowledgeable and experienced in this area of law. Your initial meeting with an estate planning attorney is a good opportunity to discuss your […]
Read More »Planning for Children with Special Needs
Planning for children with special needs Estate planning requires specialized planning when you have a child with special needs. Looking to the future as to how your child will be able to function in the world as they age is particularly tricky to assess. What is the child’s long term prognosis and what type of […]
Read More »The Benefits of Trusts for Beneficiaries – Why Delayed Distribution is often Superior to Outright Distribution
The Benefits of Trusts for Beneficiaries – Why Delayed Distribution is often Superior to Outright Distribution Whether you have accumulated a little or a lot of wealth over your lifetime, it is likely that you have some particular thoughts on how you would like those assets to be used by loved ones after your death. […]
Read More »Saying “I Love You” With Your Estate Plan
Saying “I Love You” With Your Estate Plan While saying the words “I love you” is indeed romantic, you should know that putting together a well-crafted estate plan is a concrete way to care for your family in the long run. This is because doing so will help prevent your surviving family members from scrambling […]
Read More »Seeing an Estate Planner? Three Key Questions to Ask
Seeing an Estate Planner? Three Key Questions to Ask Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you are gone. For this reason, it is critical to hire an attorney with good knowledge of estate planning and how to use the tools […]
Read More »Three Tips for Talking About Your Estate Plan During the Holidays
Three Tips for Talking About Your Estate Plan During the Holidays The holidays are right around the corner, bringing the joyous season of gathering with family and loved ones into full swing. It is the time to slow down, get caught up with loved ones, and enjoy the family and experience quality time around the […]
Read More »Trusts – The Swiss Army Knife of Estate Planning
Trusts – The Swiss Army Knife of Estate Planning To the general public, a trust may seem like an advanced tool only for the wealthiest among us. But, the reality is that trusts are a foundational estate planning tool with a solid history for being highly effective in ensuring a person’s wishes are carried out. […]
Read More »Your Fall “Legal Affairs” Checklist
Your Fall “Legal Affairs” Checklist With the fall season upon us, it’s an excellent time to review your legal affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When was your power of attorney last updated? A power of attorney is a valuable legal document, no matter what the […]
Read More »Power of Attorney Misconceptions
Power of Attorney Misconceptions A durable power of attorney is one of the most important estate planning documents you can have. It allows someone who you appoint (your agent) to make decisions on your behalf in the event you become incapacitated. If you have not appointed an agent then your friends and family may not have […]
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