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

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

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

Estate Planning Considerations for Benefits Open Enrollment

The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and give employees the option to enroll in these benefits. These can generally include retirement plan options, health care, dental, vision, short and/or long-term disability, and life insurance coverage. Your employer may pay 100 [...]

By |2019-09-06T11:37:20+00:00September 6th, 2019|Estate Planning|0 Comments

Home DNA Tests – A Bump in Your Estate Plan

Discovering your ancestry can be both fun and fascinating. At-home DNA tests have grown in popularity in recent years. Often given as a unique gift for loved ones, the kits reveal details about our individual and collective pasts. Unfortunately, these tests aren’t all fun and games. When a test reveals an unexpected relative or biological [...]

By |2019-08-23T11:42:52+00:00August 23rd, 2019|Estate Planning|0 Comments
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