Estate Planning
Supreme Court Favors Ex-Wife Over Widow In Battle For Life Insurance Proceeds
October 8, 2020
In the event of a divorce, it is important to remember about changing the beneficiaries nominated on any life insurance policies and pensions (both employer and personal). Failing to do so could mean that, in the event of death, your assets would not be distributed in accordance with your wishes....
Should I Divide My Estate Equally Among My Children? Why Equal Is Not Necessarily Fair
September 22, 2020
Equality is a noble concept and one that many people turn to when deciding how to divide up their estate. There are many circumstances in which equal distribution of assets among beneficiaries is the right choice, but there are some cases where identical inheritances do not make the most sense. I...
Do I Need an Advance Health Care Directive?
September 6, 2020
Have you been wondering... What is the difference between a living will and a health care directive? Let us explain! An advance directive is a set of instructions someone prepares in advance of ill health that determines his healthcare wishes. A living will is one type of advance directive that becomes effective when a person is terminally ill and incapacitated.
What to Do When Someone Passes Away
August 19, 2020
Having a family member pass away is something that is so emotionally draining, but thinking about the next steps are right at the top of mind. So, if you are wondering what that next step is, we are recommending probate.
Why DIY Wills Are Often Insufficient
August 7, 2020
A do-it-yourself (DIY) or even an online Will may seem like a really good deal on the surface - for a little bit of money you purchase a Will template or you can go online and have it prepared without an attorney. But, a Will can be a complicated matter – estate attorneys go to school for years a...
Free Estate Planning Checklist for Parents – ParentMap
August 2, 2020
Download a free copy of the "Estate Planning Checklist for Parents" and start planning to protect your kids through it all.
Five Essential Estate Planning Documents Everyone Should Consider
March 3, 2020
Estate planning is the systematic approach to organizing your personal and financial affairs in order to deal with the possibility of mental incapacity and certain death. All Estate Plans should contain these five documents. We will be able to assist you in preparing all of these documents and customize them for your situation.
Parents of minors need an estate plan
March 3, 2020
Without an estate plan in place, if something were to happen to you, your estate would be managed by a court-appointed conservator and then turned over to your child at 18. Learn how to make a plan today.
Two Documents Every 18 Year Old Should Sign
March 3, 2020
Two Documents Every 18 Year Old Should Sign Whether your young adult lives at home with you, attending college or out on their own, we recommend that your child sign a Durable Power or Attorney for Finances and a Power of Attorney for Health Care. These two estate planning documents, more commo...
What is a Will and why do I need one?
March 3, 2020
What is a Will and why do I need one? It is often difficult for people to think about death, and understandably so, but in order to ensure that your loved ones are cared for after you pass away, it is important to consider drafting a will. A will is a written document, that designates guardians...