Category Archives: Estate Planning
4 Common Power of Attorney Myths
A durable power of attorney is one of the most important estate planning documents you can have. It allows someone who you appoint (your agent) to make non-medical decisions on your behalf in the event you become incapacitated. If you have not appointed an agent then your friends and family may not have the… Read More »
Your Fall Legal Affairs Checklist
Now that Labor Day, the unofficial end of summer, has come and gone and the summer of 2018 is in your rear-view mirror, it’s an excellent time to review the state of your affairs. To help you do so, below is a legal affairs checklist to ensure your planning is up-to- date and meets… Read More »
3 Tips for Talking About End-of-Life Planning
No one wants to discuss death and dying. And yet, it’s a critical time in everyone’s life and one for which we know we need to prepare. While many people have the desire to share their wishes, something is preventing people from openly communicating with their families when it comes to end-of-life planning. As… Read More »
New Homeowner Checklist: 3 Things To Do ASAP!
Congratulations on the purchase of your new home! Whether this is your first home or an upgrade/downsize, the purchasing of a home is a big event in your life. When these major life changes occur, it is important that you are properly prepared. To get you started, we have put together a brief new… Read More »
2 Basic Estate Planning Documents Every College Student Should Have
If you are preparing to send your son or daughter off to college to pursue higher education, you may be wondering how their first semester of school will go. During this exciting new chapter in your family’s life, the last thing you may be thinking about is estate planning for your college-aged child. While… Read More »
Financial Plan. Tax Plan. Legacy Plan. Estate Plan. How many plans do I need?!
Most folks have at least heard of an estate plan. But fewer realize that a simple will is not enough to prepare for your future. In fact, a combination of plans – financial plan, tax plan, legacy plan, and estate plan – are vital to your financial well-being and protection of your assets and… Read More »
3 Critical Documents to Update After Divorce
A divorce can be heartbreaking, emotional, overwhelming or even liberating, depending on the individual’s prospective. However, the work does not end once the divorce decree is signed. In order to ensure that your assets and estate planning wishes are carried out in light of this major life change, there are three critical documents to… Read More »
The Hidden Risks of Do-It-Yourself Estate Planning
With automation an artificial intelligence (AI) disrupting every sector of the economy, it is not surprising that the legal profession is feeling the impact as well. Today, there are many software programs, as well as websites, that sell do-it-yourself estate planning documents. These websites and form tools seem to offer a convenient and cost-effective… Read More »
I’m Not Married. Do I Still Need an Estate Plan?
Approximately half of America’s population over the age of 16 is unmarried. While much of the discussion involving estate planning focuses on married couples, this topic is just as important for a single person. In fact, many times estate planning for singles and unmarried couples may be even more important than for their married… Read More »
How a Pet Trust Protects Your Pet if You Die (UPDATED: October 2019)
If you ask several pet owners if they have a pet trust for their furry family member(s), most will admit that they don’t even know what a pet trust is, much less have one set up. But whether you are planning to adopt a new pet or already have one (or several), it is… Read More »
