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We Want to Draft Your Legacy

Estate Planning for Special Needs Children

October 20, 2021
It takes a special parent to care for a child with special needs. These parents’ greatest financial concern is typically ensuring that their children are cared for when they can no longer do so.
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Is My Will Void After Divorce?

October 19, 2021
Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure your estate planning is up to date.
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How Can I Conduct a Family Meeting about Family Wealth Planning?

October 18, 2021
When there is a large inheritance at stake (or even when there isn’t), it is a great idea to get everyone on the same page. A family wealth meeting can make that happen, and it can even be enjoyable.
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Where Do You Score on Estate Planning Checklist?

October 15, 2021
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
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Do I Have to Give My Husband’s Children from First Marriage Anything When He Dies?”

October 14, 2021
Do my husband’s minor children from a prior marriage have any rights to any marital assets acquired during our marriage in the event he dies before me?
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When Should You Fund a Trust?

October 13, 2021
For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.
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What are the Worst Things to Leave in My Estate?

October 12, 2021
If you’re planning an inheritance, be careful about leaving these assets to a loved one. They may create more trouble than they’re worth.
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What Is the Best Thing to Do with an Inherited IRA?

October 12, 2021
Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.
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You Need a Buy-Sell Agreement for Your Business

October 8, 2021
What happens at your company when a shareholder dies or becomes disabled, or wants to leave? These are just two of the potential scenarios that can be properly addressed with a buy-sell agreement.
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Beneficiary Controlled Trust May Be Answer to Protecting Legacy

October 7, 2021
Life is messy sometimes. Divorce, bankruptcies and lawsuits happen. They can potentially wipe out the inheritance you’ve carefully set aside for your loved ones. However, there are many trust options to help keep life from ruining your legacy.
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