Whether the loss of a loved one is the end of a long struggle with illness or the result of a sudden accident, many families face new challenges getting through the probate process. Especially if it’s the first time working through the proceedings, it can be daunting...
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Estate Planning
5 questions to ask when choosing a guardian
When you bring your newborn home from the hospital, you plan to spend the next 18 years and beyond providing and caring for your child. But if you aren’t around, you want to make sure that the right person can take over parenting duties. If you haven’t done so yet,...
Retained life estates let you give and live in your home
Many people find great reasons to include charitable giving as part of their estate planning, even beyond the chance to make a bigger difference in the world. Organizations and causes that need the funds are too many to count, but there are many smart ways for gifting...
In A Domestic Partnership? Make Sure You Have A Will.
Say you’ve been with your partner for years. You live together and share certain assets together. Your lives are completely intertwined. Sure, you are not legally married, but you certainly don’t see yourself not being together. You both plan on spending the rest of...
How important is business succession planning?
If you own a business, you likely spend a great deal of time thinking about the business and what you need to do to protect it. However, you could be overlooking a critical component of running your business if you do not have a business succession plan in place....
Why It Is Important To Have A Detailed Estate Plan
To some people, the prospect of putting together their estate plan may be akin to medicine they know they need, but view as downright unpalatable. However, a skilled and experienced estate planning attorney can make the process of planning one’s own legacy a...
Protecting your e-legacy
As the digital age increasingly takes over more aspects of our lives, assets that hold tangible and sentimental value are not always something you can hold in your hands. Commonly referred to as digital assets, they can take many forms yet hold equal value to physical...
That difficult talk about end of life arrangements
While the old adage is "nothing is certain but death and taxes," that doesn't mean we like talking about either. This can be especially true when discussing end-of-life arrangements with older loved ones. However, as unpleasant as this conversation can be, it may be a...
Millennials: 4 reasons why you should have an estate plan
Men and women in the younger demographics often assume they don't need to think about estate planning because they don't have much to protect. They might still be looking for a career and paying off student loans; they may not have a house, spouse or children yet....
Have you heard about the changes for 529 education savings plans?
Previously, 529 plans could be used only to cover costs for college and other post-secondary educational expenses. The new tax bill changes that, allowing use of 529 savings plans to support children's K-12 education, and authorizes 529 accounts withdrawals for...
