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Estate Planning

The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both

Posted on: June 15th, 2017
However, comprehensive estate planning isn’t just death time planning. It’s lifetime planning, too. It’s about ensuring that your medical and financial decisions can be made by someone that you trust....

How Your Trust Can Help a Loved One Who Struggles with Addiction

Posted on: June 1st, 2017
Whether the addiction is alcoholism, drug abuse, or behavioral like gambling, we all want our loved ones to be safe and experience a successful recovery. A properly created estate plan can help....

Which life events that require an immediate estate plan update?

Posted on: May 15th, 2017
You also need to consider how to leave your property and assets while considering your family’s circumstances and needs....

3 Decidedly Dumb Ways to Leave an Inheritance for Your Children

Posted on: May 1st, 2017
The following ill-advised estate planning strategies can cause confusion, or even cost your children some or all of their inheritance....

Safeguarding Your Estate Plan Against Three Worst-Case Scenarios

Posted on: April 15th, 2017
The following tips can protect your estate plan against several worst-case scenarios....

5 Reasons to Embrace the Emotional Nature of Estate Planning

Posted on: January 15th, 2017
The emotional nature of estate planning can bring up aversion in people, but here are five reasons why the degree of emotion involved is actually a reason to embrace the process with enthusiasm....

Impacts of the Trump Presidency on Estate Planning: Your Quick Guide

Posted on: January 1st, 2017
Here's what you need to know about planning your estate under the incoming Trump administration and Republican-controlled Congress....

Why a Trust is the Best Option for Avoiding Probate

Posted on: December 1st, 2016
As Ambrose Bierce once darkly observed, “Death is not the end. There remains the litigation over the estate.”...

You’ll Be Surprised: When Is The Best Time To Plan Your Estate?

Posted on: November 15th, 2016
Some people start thinking of getting a will in place when children arrive on the scene so guardians are named. Most people start thinking about planning their estates when they reach retirement age. However, you might be surprised, even shocked, to know that the best time to plan your estate is at age 18. The second best time to plan your estate is right now....

Estate Plan Maintenance

Posted on: November 1st, 2016
Your estate plan is a snapshot of you, your goals, your family, your assets, tax laws, and other laws in effect at the time it was created. All of these variables change over time, and so should your plan. It is unreasonable to expect the simple will written when you were a newlywed to be effective now that you have a growing family, or now that you are divorced from your spouse, or now that you are retired and have an ever increasing swarm of grandchildren....

3 Reasons You Want to Avoid Probate

Posted on: October 15th, 2016
Here are 3 key reasons why you want to avoid probate if at all possible....

Estate Tax Planning

Posted on: October 1st, 2016
Unless you have a comprehensive estate plan, taxes may slip in when you’re least expecting it....

Estate Planning for Young Families

Posted on: September 15th, 2016
We know how you feel - the last thing you want to think about is paperwork and making decisions about guardians, death, and money. But, estate planning is likely the most important paperwork you’ll ever do....

Estate Planning

Posted on: September 1st, 2016
Because estate planning is about taking care of yourself and those you love, it doesn’t matter how much money you have. The qualifications are simple and twofold....

The Tragic Loss of Star Trek’s Anton Yelchin: Lessons for Estate and Legacy Planning

Posted on: July 15th, 2016
Anton Yelchin’s tragic situation highlights the fact that we are all – young and healthy, old and infirm alike – vulnerable to events outside our control. Establishing even a rudimentary plan is better than having nothing....

Wondering Whether You Need to Update Your Estate Plan?

Posted on: June 15th, 2016
Wondering whether you need to update your estate plan? Yes, you do. It’s unrealistic to think that a piece of paper you draft, reflecting your life at a certain time, will work when your life has completely changed some years later....

Prince’s Sad and Incredibly Expensive Mistake! (Are You Making It, Too?)

Posted on: June 1st, 2016
The news of the unexpected death of music legend Prince, age 57, shocked the world. Prince left a profound, indelible mark as an artist, but tragically, for all his talent, he made a simple error that is creating huge complications for his family....

Michael Jackson’s Estate Pulled into Seemingly Endless Probate Court Battles

Posted on: February 1st, 2016
Michael Jackson, the “King of Pop,” had always been a controversial superstar. While Jackson created a trust to care for his children and other family and friends, he never actually funded it. The result? A plan that didn't actually work for him....

Financial Smarts Peak at 50, Here’s How to Protect Your Older Self

Posted on: November 15th, 2015
A recent study conducted by Texas Tech University concluded that the ability to make smart financial decisions peaks at age 50. This decline was observed in both men and women, making both sexes equally vulnerable to financial fraud as they age....

Dispelling the Top 3 Estate Planning Myths

Posted on: July 1st, 2015
Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it's needed....
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