Estate Planning Mistakes to Avoid
From time to time, it’s good to review why having a complete, up-to-date estate plan is so important.
December 27, 2022
Blog Articles
Do I Need a Last Will and Testament?
A Last Will and Testament is a document you create during your lifetime that directs where your assets that are subject to probate (the formal process of having your assets distributed through the court system) will go at your death.
December 22, 2022
Ask Mom if She has a Will
My mother told me many times over the years that she had a will, and I believed her. When she passed away, we discovered that her will was 40 years old—and completely useless.
December 9, 2022
Estate Planning Considerations for Minor Children
When preparing estate planning documents, certain beneficiaries may need more protection than others. One particular class of beneficiaries that needs to be intentionally considered is minor children.
October 28, 2022
Estate Planning
Should You Update Your Estate Plan?
Frequent triggers also include changes in the health of executors and guardians; changes in laws, which may impact tax and legal strategies; and changes in state residence, which can also impact planning.
May 20, 2022
Estate Planning
Estate Planning Needs for Every Stage
Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
September 23, 2020
Estate Planning
Your Children Wish You Had an Estate Plan
Without a proper elder law estate plan, the children’s responsibilities are even more exhausting, stressful and sad.
June 24, 2020
Durable Power of Attorney
Estate Planning Is for Everyone, at Every Age
There are milestones in every life. For many, graduations, marriage, children, opening a business and retiring are among these milestones.
October 3, 2019
Estate Planning
Why We All Need to Have an Estate Plan
If your family, especially your children, are still heavily dependent on you, you can still provide for them through proper estate planning, even if you are no longer present.
July 17, 2019
Advance Healthcare Directives
Why You Need a Last Will and Testament
Of all the documents we discuss with, and prepare for our clients, the Last Will & Testament, or will, is the best known and understood.
July 10, 2019
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