Legal Resources
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…
Learn More »
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…
Learn More »
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…
Learn More »
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…
Learn More »
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,…
Learn More »
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…
Learn More »
