I’ve Been Named as a Guardian. What Do I Do?

A guardian is an individual who cares for someone, often a minor child, who needs special protection. Parents can nominate a guardian in their will, but typically a court must confirm and officially appoint the guardian after both parents have passed away. Sometimes the need for a guardian arises when the parents are still alive. [...]

By |2020-08-14T13:07:03+00:00August 14th, 2020|Estate Planning|0 Comments

Sandwich Generation Month: Considerations When Caring for Both Children and Parents

July is National Sandwich Generation Month, a time to honor those who are caring for both their children and their aging parents. This topic is particularly germane at present, as many parents are not only parenting their children but have also spent the last few months homeschooling them. Older children who have lost their jobs [...]

By |2020-07-17T20:31:08+00:00July 17th, 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

Common Mistakes with DIY Estate Plans

The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most people, this is simply not true. Several years ago, Consumer Reports®, an independent nonprofit consumer watchdog group, created wills using the forms provided by DIY websites and asked three law professors to review [...]

By |2020-02-21T14:37:40+00:00February 21st, 2020|Estate Planning|0 Comments

Probate

The much maligned, and rightly so, probate process occurs after death. It’s the court supervised process of authenticating the will, gathering assets, paying bills, filing taxes, and distributing assets to beneficiaries. Any assets owned in your individual name or made payable to your estate will go through probate. If you own assets in the name [...]

By |2018-04-06T19:36:36+00:00April 6th, 2018|Estate Planning|0 Comments
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