Why Everyone Needs To Keep Their Estate Plan Updated

March 20, 2023

As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents, such as a will or trust, that dictate how assets will be distributed upon death or incapacity. An individual’s current legal and financial situation should be considered to […]

Obtaining A Power Of Attorney For Elderly Parents

March 13, 2023

ESTATE PLANNING,

Making important decisions for aging parents can be a challenging task, but power of attorney (POA) can provide peace of mind and clarity in times of need. POA enables individuals to make crucial decisions on behalf of their parents, such as managing their finances or making medical decisions, when they are unable to do so […]

Obtaining A Power Of Attorney For Elderly Parents

Your Right As The Parent Of A Young Adult – What You Need To Know When A Medical Crisis Hits

March 6, 2023

ESTATE PLANNING,

As a parent, you are quite accustomed to managing your children’s legal and medical affairs, as circumstances require. If your child requires urgent medical attention while away from you, a simple phone call authorizing care can do the trick. But what happens when those “children” turn 18, now adults in the eyes of the law, […]

Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance

February 27, 2023

ESTATE PLANNING,

If you have a current estate plan, I’ll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a little later. Go take a look at your estate plan, and see what it does right now. And, if you don’t have an estate plan, and you have […]

Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance

5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess

February 20, 2023

ESTATE PLANNING,

In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on their path to adulthood, you very likely do not know how to evaluate estimates when shopping for an estate plan.Shopping for an estate plan based on getting the lowest cost plan possible […]

Will Your Estate Plan Work When Your Family Needs It?

February 13, 2023

ESTATE PLANNING,

Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop around and find a lawyer to create planning documents for you or create your own DIY plan using online documents. Then, you’ll put those documents into a drawer, mentally check estate […]

Will Your Estate Plan Work When Your Family Needs It?

Before You Agree to Be a Trustee, Read This!

February 6, 2023

ESTATE PLANNING,

Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant responsibility—and the role is not for everyone. Indeed, serving as a Trustee entails a broad array of duties, and you are both ethically and legally required to execute those […]

4 Common Mistakes Made On Life Insurance Beneficiary Designations

January 30, 2023

ESTATE PLANNING,

Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your loved ones after you are gone. However, when naming your policy’s beneficiaries, several mistakes can lead to potentially dire consequences for the people you’re investing to protect and support. […]

Revocable Living Trust Or Irrevocable Trust: Which One Is Right For

January 24, 2023

ESTATE PLANNING,

You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or incapacity. And, if you haven’t, you are hearing it now. If you own any “probatable” assets in your name at the time of your incapacity or death, your family […]

Why Every Adult Needs A Living Will?

January 16, 2023

ESTATE PLANNING,

When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a “last will and testament,” which is also known simply as a “will.” But you may have also heard people talk about a “living will” and wonder what that is, and […]