Currently Browsing: Estate Planning

Avoiding Probate and Protecting Your Loved Ones
June 27, 2016

Avoiding Probate and Protecting Your Loved Ones

After you pass away, your estate could be subject to the probate process. In the event that you have not created a detailed estate plan, or placed your assets in…

Single People Also Need Estate Planning
May 25, 2016

Single People Also Need Estate Planning

  We tend to view the typical life course as developing a career, getting married, raising children, preparing for retirement, and making certain end-of-life decisions. But many people skip one…

Should You Include a No-Contest Clause?
May 6, 2016

Should You Include a No-Contest Clause?

Imagine this scenario: You establish a trust to provide for your spouse and children in the event that you pass away unexpectedly. That does indeed happen, and after your death,…

Estate Planning for Pet Owners: What Will Happen to Fido?
April 25, 2016

Estate Planning for Pet Owners: What Will Happen to Fido?

Most of the decisions you make with your estate planning attorney will focus on providing for your beneficiaries, specifying final wishes, deciding who will receive certain assets, or determining how…

Involving Adult Children in the Estate Planning Process
April 7, 2016

Involving Adult Children in the Estate Planning Process

Estate planning can be a complicated process, and there is not a singular path that is right for everyone. Here are some patterns that we have noticed, and some potential…

Do You Need a Sweetheart Trust?
March 25, 2016

Do You Need a Sweetheart Trust?

Estate planning is an essential life step for everyone. However, for married couples this process takes on extra importance. How do you plan to protect and provide for your spouse…

6 Questions to Ask Yourself About Estate Planning
March 10, 2016

6 Questions to Ask Yourself About Estate Planning

In the estate planning world, we often see two types of people: Those who just never get around to making a plan, and those who know they need a plan…

Changing Beneficiary Designations Can Be Tricky
February 25, 2016

Changing Beneficiary Designations Can Be Tricky

Designating beneficiaries is an important step in the estate planning process. Whomever you choose will inherit your assets, whether those are cash, real estate, life insurance payouts, retirement account holdings,…

A Potential Problem with Power of Attorney Documents
February 10, 2016

A Potential Problem with Power of Attorney Documents

One vital part of estate planning is the designation of Durable Power of Attorney. When you grant someone power of attorney, they are able to conduct certain legal and financial…

3 Common Estate Planning Mistakes
January 26, 2016

3 Common Estate Planning Mistakes

No matter how young or old they may be, parents always want to protect their children. And yet, many do not undertake the necessary legal steps to adequately protect their…

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