Tom

March 31, 2017

The Only Constant in Life is Change

When Circumstances Change, So Should Your Estate Plan Your estate plan was written to reflect your situation at a specific point in…

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March 28, 2017

Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests

One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the benefits of…

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March 24, 2017

The Most Important Love Letters You’ll Ever Write

Many Americans have the misperception that estate planning is simply preparing for one’s death and is only necessary for the affluent. To…

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February 17, 2017

How to Pick a Trustee, Executor, and Agent Under a Power of Attorney

While the term fiduciary is a legal term with a long history, it very generally means someone who is legally obligated to…

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Till Death Do Us Part, Too: Estate Planning Tips for Commitment Without Marriage

Advice columnist Ann Landers once observed that “love is friendship that has caught fire.” If that’s true, there are thousands of ways…

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February 14, 2017

Who Needs an Estate Plan?

If you’re reading this, you need an estate plan. Why? The short answer is “Everyone, age 18 and older needs an estate…

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January 11, 2017

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 wondering if you…

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December 8, 2016

Why a Trust is the Best Option for Avoiding Probate

As Ambrose Bierce once darkly observed, “Death is not the end. There remains the litigation over the estate.” Obviously, ideally, when someone…

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November 22, 2016

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…

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May 18, 2015

Young Adults Need Estate Planning, Too

Once a child turns 18, parents lose the legal ability to make decisions for their child or even to find out basic…

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