Severing Joint Ownership of Property

One of the most common forms of property ownership in the United States is joint tenancy with rights of survivorship (JTWROS or joint tenancy). But what is joint tenancy? Joint tenancy is a legal right to property that provides the owner an undivided right to the enjoyment of the property. In other words, one joint [...]

By |2021-01-15T14:18:08+00:00January 15th, 2021|Estate Planning|Comments Off on Severing Joint Ownership of Property

My Loved One Has Died: As an Heir or Beneficiary, Do I Need an Attorney?

You just found out that your favorite aunt, Aunt Melba, has died. In the midst of your grief and sadness, you receive a notice from the attorney handling Aunt Melba's affairs stating that you are a beneficiary. Your best friend advises you to get an attorney. What should you do? Will Aunt Melba's attorney help [...]

By |2021-01-08T21:38:51+00:00January 8th, 2021|Estate Planning|Comments Off on My Loved One Has Died: As an Heir or Beneficiary, Do I Need an Attorney?

The Recipe for a Satisfying Estate Plan

Misconceptions about who needs an estate plan abound. Most people believe that estate planning is only for extremely wealthy business moguls or celebrities. But that could not be further from the truth. Estate planning is the process of making decisions about what happens to you, your money, and your property when you pass away or [...]

By |2020-12-18T22:09:37+00:00December 18th, 2020|Estate Planning|Comments Off on The Recipe for a Satisfying Estate Plan

Protecting Your Significant Other’s Future

November is a popular month for couples to tie the knot in the United States. While wedding planning most often includes tuxedos, dresses, rehearsal dinners, and guest lists, an often overlooked part of pending nuptials is estate planning. For young couples beginning a life together and getting married for the first time, estate planning may [...]

By |2020-11-20T14:11:55+00:00November 20th, 2020|Estate Planning|0 Comments

3 Estate Planning Secrets the Wealthy Use That You Can Too!

Estate planning is complex and continually evolving. Often, affluent families are “early adopters” of the newest and best estate planning strategies. Luckily, by working with us, you can benefit from the same estate planning strategies that affluent families do.  Here are a few techniques we should discuss soon. Maintain an up-to-date, trust-centered plan.  The foundation [...]

By |2020-11-13T21:48:06+00:00November 13th, 2020|Estate Planning|0 Comments

Deeper Dive into Advance Healthcare Directives

When it comes to your healthcare, especially during these uncertain times, you need to ensure that two estate planning documents in particular are up to date. The first is your healthcare power of attorney. This document allows you to name a person to make medical decisions on your behalf or communicate your wishes in the [...]

By |2020-10-09T14:30:00+00:00October 9th, 2020|Estate Planning|0 Comments

What Happens If My Beneficiary Dies Before Me?

When planning for death, most people assume they will die before their beneficiaries (e.g., their spouse, children, and grandchildren). While these assumptions are often well-founded, they do not always come to pass. Sometimes a beneficiary of an estate or trust dies before the person leaving the inheritance. If this has happened to you, you may [...]

By |2020-09-11T21:02:36+00:00September 11th, 2020|Estate Planning|0 Comments

Estate Planning After Personal Injury Settlements

In the hectic and sometimes dangerous world that we live in, it is an unfortunate fact of life that accidents happen and people get hurt. The U.S. legal system is designed so that those who suffer injury through the avoidable fault of others can seek compensation for those injuries. Sometimes injuries are so severe that [...]

By |2020-09-04T17:58:24+00:00September 4th, 2020|Estate Planning|0 Comments

Special Estate Planning Considerations for Art and Other Collections

Many people have collections about which they are quite passionate: The collections may be very valuable, for example, art collections, coins, stamps, or designer handbags, or they may have more sentimental than monetary value, such as political bumper stickers, postcards, or rocks. Regardless of its dollar value, if you have a collection, it should be [...]

By |2020-08-21T20:09:35+00:00August 21st, 2020|Estate Planning|0 Comments
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