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We Want to Draft Your Legacy

How Do I Create a Letter of Last Instruction?

January 28, 2021
A letter of last instruction is a document that outlines funeral planning processes and arrangements. A letter of last instruction should not be confused with a will or testament, which is a legal document that expresses an individual’s wishes on how and to whom their estate should be transferred after their death.
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Why Does a Person Need a Living Will?

January 27, 2021
Unfortunately, only about a third of U.S. adults had an advance directive in recent years, according to one research analysis.
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Estate of Charles Schulz Still Making Money

January 26, 2021
Is there a person on the planet who doesn't love the Peanuts characters? Snoopy, Charlie Brown, Lucy, Pigpen, Schroeder, and the gang are the iconic creations of Charles Schulz. In fact, it is still so popular that they earned Schulz's estate $32.5 million over the last year, two decades since his death due to cancer.
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Does a Will Supersede a Beneficiary Form?

January 25, 2021
If you haven't reviewed your beneficiary designations recently, you may be setting your heirs and estate up for some unpleasant surprises.
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What Should I Know about Reverse Mortgage Scams?

January 22, 2021
For some older homeowners, a reverse mortgage can be a way to supplement retirement income, consolidate debts or cover expenses, like health care. For scam artists, they can be a lucrative tool to fleece people in their 60s and up out of large sums of money, or even their homes.
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What Estate Planning Documents Should You Have?

January 21, 2021
A majority of retirees—53%—have a last will and testament. However, most lack six other crucial legal documents.
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What are Options for Powers of Attorney?

January 20, 2021
Powers of attorney come in different forms, each suited for a specific purpose. They serve as useful tools in any estate-planning effort.
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How Do You Keep Inheritance Money Separate?

January 19, 2021
Everything each spouse earns during their marriage is community property. Fortunately, a gift or inheritance is separate property. However, that’s only half the battle.
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Is an Irrevocable Trust a Good Idea?

January 18, 2021
Like a lot of estate planning vehicles, irrevocable trusts work very well for some purposes—particularly for tax avoidance and asset protection—and not so well for other purposes.
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How Can a Blended Family Use Estate Planning to Protect All of the Siblings?

January 15, 2021
No matter how solid the relationships might be, it is important for parents to be aware how blended families can create unique estate planning issues.
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