What Are the Five “Must Have” Estate Planning Documents?
It's important to have certain binding legal documents in place if you become disabled due to an illness or accident. These...
Category: Wills
Learn how wills protect your assets, direct inheritances, and safeguard your family.
Why Are Wills So Important In Estate Planning?
Estate planning can be tricky, which is why many people turn to attorneys to get the job done right. Drafting a last will...
The Big Problem with Do-It-Yourself Online Wills
An estate planning attorney would much rather not see a family undergoing unnecessary stress and expenses. Do-it-yourself...
Wills v. Trusts: What’s Right for Your Estate Planning Needs?
While we are young, many of us neglect to consider what will happen to our family and property after we pass away. Youth...
Estate Planning to Avoid Hurt Feelings, Family Battles, and A Royal Mess
Without an estate plan in place, and that includes a will, power of attorney, and health care directives, dividing up an...
Creating a Will: Estate Planning for Parents with Young Children
What would happen with your kids, should something happen to you? It's a question that most parents don't like to think...
What is a Failed Testamentary Transfer and How Do I Prevent it From Happening?
What then happens when gifts made in a testamentary instrument, such as a will or a trust, lapse (fail) because the...
Why Do I Need an Estate Plan?
Estate planning isn't only for the rich. Without a plan in place, there could be a long-lasting impact on your loved ones,...
What Should I Do for Retirement When I’m 50?
If you haven't done these things by age 50, it could be too late to do them well. The year before your retirement is not the...
Mind the Gap: Estate Tax Cliff
"When the Tax Cuts and Jobs Act went into effect, many clients and advisors assumed that their days of worrying about the...