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We Want to Draft Your Legacy

When Should You Update Your Estate Plan?

October 26, 2021
If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.
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Estate Planning and Cryptocurrency

October 26, 2021
Digital assets have been around for quite some time. However, they seem to be dominating headlines again this year. In part, you can thank high-profile figures, such as Elon Musk, for promoting cryptocurrency, or music artist Grimes for selling $6 million in NFTs.
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What Items Should Not Be Stored in a Safe Deposit Box?

October 22, 2021
Locking up certain important documents and valuables in a safe deposit box could turn into a headache for you or your heirs.
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If I Have a Will, Do I Have an Estate Plan?

October 21, 2021
While a will is often part of an estate plan, an estate plan covers much more ground.
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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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