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Why Estate Plans Go Out of Date, and How to Keep Yours Working
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Wills vs. Trusts: How to Choose the Right Tool to Protect the People You Love
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Why Your Family Needs a Mission Statement
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How to Talk to Your Loved Ones About Death, Money, and Estate Planning During the Holidays
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What to Do When You’re Ready to Create Your Estate Plan but Your Spouse Isn’t
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Navigating the Sandwich Generation
It’s hard to believe that we waved goodbye to June and July is quick coming to an end. But beyond the fireworks and family trips, July carries another significance – it’s Sandwich Generation Month. Perhaps you’re familiar with the term “sandwich generation”. It describes someone simultaneously caring for aging parents and their own children. It’s…
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How Do Assets Pass to Beneficiaries After Death?
You might be wondering what happens to your stuff after you’re no longer around. Today, we’ll explore the two primary paths through which assets are transferred to beneficiaries after one’s passing – one entails legal proceedings, while the other offers a straightforward, more hassle-free process. Outside of Court The easiest option is passing assets outside…
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Probate: Why Avoiding it Matters in Estate Planning
Probate is a term that often crops up in discussions about estate planning, but a lot of people don’t know what it is. More importantly, they’re not sure why they should strategize to avoid it. Understanding ProbateProbate is the legal process through which a deceased person’s assets are distributed to their heirs and beneficiaries. It…
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Top 3 Reasons Singles Need an Estate Plan
Singles need to plan for unexpected circumstances possibly even more urgently than those who are married. REASON #1: Singles need to choose their decision-makers. Being single can be awesome, but one drawback is that without a spouse, it is not always obvious who should make decisions for you when you cannot make them for yourself.…
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Critical Reading: Estate Planning for Parents of Kiddos With Disabilities
As an estate planning attorney, my journey has illuminated the paramount significance of crafting comprehensive estate plans, particularly for parents with children with disabilities. Today, we delve into why estate planning is not just a legal necessity but a profoundly compassionate and empowering act. Families with kiddos should consider estate planning as an essential aspect…