Laws change. Your life changes. It’s important for your estate plan to be up-to-date with these changes. Your estate plan is a set of documents, such as a will or trust, that dictate how your assets will be distributed upon [...]
Making important decisions for aging parents can be a challenging task. Power of attorney (POA) enables individuals to make crucial decisions on behalf of their parents, such as managing their finances or making medical decisions, when they are unable to [...]
As a parent, you may be accustomed to managing your children's legal and medical affairs, as circumstances require. If your child requires urgent medical attention while away from you, a simple phone call authorizing care can do the trick. But [...]
If you have a current estate plan that distributes your assets outright to your kids - whether all at once at a certain age or in stages - you’ve overlooked an incredibly valuable gift you can give your children (and [...]
Most people, regardless of stature and wealth, likely do not know how to evaluate estimates when shopping for an estate plan. Shopping for an estate plan based on getting the lowest cost plan possible is often the fastest path to [...]
Even though young adults are traditionally the least likely to engage in estate planning, all adults over age 18 should have some basic estate planning documents in place. And this is true regardless of how much money you have, whether [...]
Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant responsibility—and the role is not for everyone. Serving as a Trustee entails a broad [...]
Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your loved ones after you are gone. However, when naming your policy’s beneficiaries, several mistakes [...]
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or incapacity. (And, if you haven’t, you are hearing it now.) If you own any [...]
When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a “last will and testament,” which is also known simply as a “will.” A “last will [...]
