The Three Pillars of Estate Planning (And More You May Need) July 28, 2017 Over the course of a long life, every different person will acquire a different set of assets and liabilities. When it comes time to think about passing them on to family and friends after you pass on, though, there is a trifecta of instruments that do the bulk of the work. While others might be More
Healthcare Directives vs Powers of Attorney: Do I Need Both? July 18, 2017 When it comes time to plan for end-of-life measures, many people become confused about what may be needed while they are still alive, especially if they become incapacitated. Both health care directives and powers of attorney are tools that can be useful if you lose the ability to manage your own affairs and/or make your More
What Is A Special Needs Trust? July 8, 2017 Many people are unaware that disabled people are restricted by law in the amount of assets they are permitted to own. If a disabled person acquires too many assets, whether by their own work, by marriage, or some other way, they will lose their disability payments. This sounds reasonable, but in reality, SSDI payments for More
Estate Planning: How to Leave Money to Charity June 25, 2017 Many people have causes and charities that they want to continue to support after they pass away. Without these generous gifts from people like you, many charities would simply go out of business. However, surprisingly to many people, leaving assets to charity is often a complicated process. Indeed, without proper estate planning, not only might More
How Moving Out of State Could Affect Your Estate Plan June 12, 2017 Many people move to a different state at some point in their lives. In fact, according to data collected by the United States Census Bureau, 41 percent of Americans currently live in a different state than they one in which they were born. Moving out of state can affect your life in many different ways; More
Four Common Estate Planning Mistakes that You Can Avoid June 5, 2017 Many people have an urge to put off estate planning. This is certainly understandable, as the entire concept deals with some uncomfortable topics. Yet, proper estate planning is incredibly important. If you want to protect your health and well-being, protect your underage children, and have a say in what will happen to your assets after More
Estate Planning And Will Writing Tips April 25, 2017 Planning an estate and writing a will are two important steps that anyone can take to aid in planning for the future. No matter how small or large, everyone has an estate, and planning for the distribution of this estate upon death can save many headaches down the line. Listed below are a few will More
How To Set Up Your Estate April 18, 2017 No two estates plans are the same. The more complex the estate issues, the more complicated and detailed the estate plan will need to be. No one knows more about your situation than you do. That’s why we believe an estate planner’s first and primary job is to listen. Estate Planning Attorney As you share More
What is meant by an estate administration? April 8, 2017 When someone passes away, their estate is usually handled by an executor that they name in a Will. When the decedent doesn’t have a Will with a named executor, the courts will appoint an administrator to manage the estate. The courts will also appoint someone if the named executor is found to be incompetent, the More
Taking Care Of Your Spouse After You Die March 25, 2017 No one likes to think about the end of his or her life. However, in the event you do pass, your spouse will be left with your finances. Effect planning can ensure your surviving spouse doesn’t financially struggle if you pass. The below preparations will ensure your spouse is taken care of in the event More