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

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

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

Legal Requirements to Consider When Selecting an Executor

The person you choose to be your executor (sometimes called a personal representative) will play an extremely important role, as that person will be responsible for gathering, securing, managing, and ultimately distributing your money and property when you pass away. As a result, you should make your selection only after careful consideration regarding who is [...]

By |2020-07-24T11:45:18+00:00July 24th, 2020|Estate Planning|0 Comments

Planning for the Financial Future of a Troubled Adult Child

Your 3-Step Guide to Creating an Informed Estate Plan Are you concerned about any of your adult children? Estate planning can pose extra challenges for families with adult children struggling with addiction, marital issues, or irresponsibility with money. The last thing you want is for your wealth to end up having a negative impact on [...]

By |2020-06-05T11:32:06+00:00June 5th, 2020|0 Comments

Don’t Put Off Till Tomorrow What You Can Do Today: Why It’s Time to Talk with Your Family and Your Estate Planning Attorney

There’s no perfect time to broach the subject of estate planning with your family. We all know that everyone passes away eventually, but many of us often want to conveniently forget that reality. Faced with the decision between taking the initiative to start a family discussion about estate planning and putting it off until later, [...]

By |2020-05-29T14:45:13+00:00May 29th, 2020|Estate Planning|0 Comments
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