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The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both
According to a survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many…
When is “living probate” necessary?
If you become incapacitated, who is going to take care of you? You will not be able to make medical decisions for…
Is a delayed inheritance really an enhanced inheritance?
Whether you have accumulated a little or a lot of wealth over your lifetime, it is likely that you have some particular…
Your New Year Resolution was Getting your estate in Order-Did You? 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,…
Seeing an Estate Planner? Three Key Questions to Ask
Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you…
Four Easy to Avoid Mistakes People Make at Tax Time
It’s that time of year again: tax season. No one enjoys doing their taxes, and that is likely why many of us…
An Easy Three-Step Review for Your Estate Plan “Helpers”
While putting together an estate plan is important for you and your loved ones, it is equally important for you to understand…
Is now the time to remodel your old trust?
There are several reasons why you should update your existing trust or perhaps your entire estate plan. While estate planning documents do…
Estate Planning Basics for Newlyweds – How to Get Prepared for the Unexpected
It’s that time of year – the time for beautiful weddings, fun receptions, delicious cakes, special gifts, and romantic honeymoons. While this…
Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves
Baby boomers – the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes…