When you’re planning for a loved one with a disability, the questions feel different. You’re asking who will protect them, who will understand their needs, and how to make sure support continues if you’re no longer able to manage the details, as well as who should receive money someday. There’s also a quiet worry thatContinueContinue reading “Special Needs Planning: How to Protect Benefits and Support Quality of Life”
Category Archives: Basic Estate Planning
Beneficiary Designations and Minor Children: Why Naming Your Child Can Create Court Oversight
For many families, the first estate planning step is not a will or a trust. It’s a form. You open a retirement account, start life insurance through work, or set up a bank account, and the paperwork asks who should receive the funds if you die. You name your child because that feels loving andContinueContinue reading “Beneficiary Designations and Minor Children: Why Naming Your Child Can Create Court Oversight”
Wills vs. Trusts: How to Choose the Right Tool to Protect the People You Love
Choosing between a will and a trust can shape your family’s future. Learn what to consider so your plan truly works. Read more…
We’re Growing — and We’re Grateful
At Mathews Law, growth has never been about becoming bigger for the sake of being bigger. It has always been about serving our clients well — with care, clarity, and intention. Over the past several years, we have been honored to work with so many wonderful individuals and families in our community. Because of thatContinueContinue reading “We’re Growing — and We’re Grateful”
Why Your Family Needs a Mission Statement
You probably know you “should” have a will or a trust, but have you ever talked with your family about why your money exists in the first place? A simple family mission statement can dramatically increase the odds that your wealth and your relationships stay intact for generations. Read more…
How to Talk to Your Loved Ones About Death, Money, and Estate Planning During the Holidays
The holidays are the perfect time to talk about death, money, and legacy, not with fear, but with love. Read more…
What to Do When You’re Ready to Create Your Estate Plan but Your Spouse Isn’t
It’s heartbreaking when one spouse is eager to protect the family through estate planning and the other resists. Here’s what to do when your partner isn’t on board. Read more…
Til Death Do Us Part? Why Unmarried Couples Need an Estate Plan
Love in the 21st century takes many forms, and for a growing number of couples, “forever” doesn’t always include a marriage license. While a deeply personal choice, being unmarried adds layers of legal and financial complexity that can’t be ignored, especially when it comes to protecting your assets and loved ones. Imagine this: you’ve builtContinueContinue reading “Til Death Do Us Part? Why Unmarried Couples Need an Estate Plan”
Estate Planning Strategies for Same-Sex Couples
The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their marriages are rolled back. You’ve worked hard to build a life together, and the last thing you need is uncertainty about whether your marriage, your assets, or your rights will be recognized in the future.ContinueContinue reading “Estate Planning Strategies for Same-Sex Couples”
Five Estate Planning Pitfalls You Should Know
Passing down wealth or cherished assets to those you love is a beautiful way of caring for those you love. Common mistakes in estate planning can lead to family conflicts, tax burdens, or other unintended outcomes. Here are some pitfalls to avoid: 1. Failing to Have a Will or Estate Plan One of the mostContinueContinue reading “Five Estate Planning Pitfalls You Should Know”