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To all the dads out there, happy Father’s Day! We all have our own unique relationships and therefore unique lists with an endless number of things we can and should thank our dads for. But the one thing we all have in common is there are not enough words and never the perfect gifts that […]
I’ve previously written about the six “must have” documents of everyone’s estate plan. These documents include some key people that are essential. But, the terms for some of these roles can be confusing. Let’s review the main ones today. Who/What is a Beneficiary? Let’s talk first about beneficiaries. This is a basic term you’ve probably heard before […]
A trust is a very useful legal arrangement which may save you, your heirs, and beneficiaries a great deal of money, time, and trouble, as well as help to keep important matters private. A trust is what one might consider an “extra” document to a basic estate plan (but an “extra” that can be super […]
SIX “MUST HAVE” DOCUMENTS OF YOUR ESTATE PLAN As discussed in this previous blog post overview, there are six documents that should be part of most everyone’s estate plan: Estate planning questionnaire Will Power of attorney for health care Power of attorney for financial matters Disposition of personal property Disposition of final remains Last blog […]
Estate planning. Not exactly material for scintillating conversation. In fact, I’d bet most of us like to avoid this topic because it can be confusing, and it requires lots of decision-making. And, well, yes, it forces one to think about one’s own mortality. Estate planning, after all, is a roadmap about what you want to […]
To all the moms out there (including my own!), happy Mother’s Day! We all have our own unique relationships and therefore unique lists with an endless number of things we can and should thank our moms for. But the one thing we all have in common is there are not enough words and never the […]
A will is the bedrock of every estate plan. But, even though most people know they should have one, they don’t know what a will is, what goes in it, or how it works. In fact, only one in four adults in America (25%) has a will—that’s roughly the same number who have tattoos (23%). […]
At first, estate planning can seem a bit much. It can be hard to know where to start and what all you need to know. But once you enlist an experienced attorney to act as a guide through the process and go through executing your plan (making it official), you can breath easy. The great […]
Right now health and safety are top of mind for most of us due to the COVID-19 global pandemic. Because of the potential medical implications of the virus, it’s incredibly important to consider who you trust to make important health care decisions on your behalf if you are unable to do so. I know it’s […]
Hopefully, you didn’t get pranked too bad today or misled by a jokester on social media today. But, if you did, happy April Fool’s Day! We all love a good practical joke now and then, but the subject of estate planning is definitely not one to laugh at. If you already have an estate plan in place, that’s fantastic, but […]