November 2, 2020 •
Estate Planning ![]()
When do you need your estate plan to ‘go to work’ for you? While you may think the right answer is ‘after I die,’ the actual answer is ‘if I lose the ability to manage my own affairs.’
Read MoreOctober 20, 2020 •
Estate Planning ![]()
Most people wish to have more control over who and how their assets are managed than what the state laws provide, and so they draft documents that can override the Laws of Intestacy, when those laws do not match their objectives.
Read MoreOctober 13, 2020 •
Estate Planning ![]()
Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.
Read MoreOctober 8, 2020 •
Estate Planning ![]()
For most of us, considering the distribution of the property we have accumulated over our lives is a painful reminder of our mortality.
Read MoreSeptember 30, 2020 •
Estate Planning ![]()
To ensure your estate is settled in the way you want, it's wise to do a bit of extra planning to keep your documents up to date.
Read MoreSeptember 28, 2020 •
Estate Planning ![]()
My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.
Read MoreAugust 24, 2020 •
Estate Planning ![]()
For example, did you name someone as an heir who is no longer in favor with you or—worse yet—has died? Who should get what they would have gotten? Are there now new people in your life—be they family members or not—whom you might wish to share in what you may have?
Read MoreAugust 19, 2020 •
Estate Planning ![]()
If you think of estate planning as something only ultra-wealthy people need to do, you're not alone. That's a common misconception.
Read MoreJuly 31, 2020 •
Estate Planning ![]()
Talking about death makes most of us uncomfortable, so we don't plan for it. That's a big mistake, because if you don't have an end-of-life plan, your state's laws decide who gets everything you own.
Read MoreJuly 14, 2020 •
Estate Planning ![]()
It can be hard to move through your daily life after someone you love dies. It may be even harder to embark on the complex tasks required to put their financial affairs in order. However, you can't afford to put that off.
Read More
