People often talk about estate planning. We even hear about it on the news, especially if someone’s plans have gone wrong. But what does the term really mean? What kinds of documents might make up the complete estate planning package? Last Will & Testament We usually just say “Will” when talking about someone’s Last Will…
DetailsIt can be confusing knowing which planning documents are needed for what and which are needed, when. The thing is, most documents must be done before you ever need them. It is when you need them, and they are not done or are not done correctly, that you learn it is sadly, too late. No…
DetailsDigital assets represent a growing portion of Americans’ estates. Fewer than 40 percent of Americans have their estate plans done and even fewer take the time to arrange for their digital assets. Today’s American spends an increasing amount of time and money online leaving behind a path of information that could be very valuable. Including…
DetailsIf you have created your living will then you likely have done some soul searching and made some difficult decisions. Many adults use a DNR or have decided that if they suffer an illness or health event that renders them unable to breathe on their own or unconscious with a heart that has stopped, they…
DetailsEver See A Woman Who Has Had Her Cameo Necklace Snatched Away By Her Sister? Inheritance Disputes Aren’t Funny! Avoid Inheritance Disputes Over Your Heirlooms Heirlooms such as jewelry, cookie jars, framed pictures or quilts to name a few can spur a fight like no dollar bill ever could. Every time you turn around these days,…
DetailsWhen Planning Involves A Vacation Or Dinner Out With Friends, We Are All Over It. Yet, often, when planning is about our death or our life as an elderly person, not so much. Unfortunately, when we fail to plan for when we cannot make our own decisions or when we die, our family suffers most.…
DetailsLearning estate planning is quite a bit different than learning to replace a spigot on You-Tube. With so much information available online today from learning home repair hacks and even publishing your own book, it is tempting to try to do this for yourself. Making an appointment to see an attorney is hardly at the…
DetailsWills are an integral part of a good estate plan. Yet as an estate planning and probate law firm, we often recommend a plan that is built on a living trust. In fact, we offer a free monthly seminar that we call a Living Trust Seminar. The reason we do this is because, in most…
DetailsIn the estate-planning arena, we joke that no one wants to come in to see us because we talk about death. The truth is, estate planning can help as much with things that occur in life as much as death. Here are four ways a sound plan can help with life. Your Plan can avoid…
DetailsA special needs trust is an ideal tool for managing care for a disabled family member. When structured correctly, it can provide such supplemental items as therapy, companions, education or respite care for caregivers without interfering with the beneficiary’s government assistance programs. A Special Needs Trust can work extremely well when it is drafted to…
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