Estate planning is meant to be an ongoing process, not a one-time transaction. In the same way that you never stop budgeting, saving, and investing as you go through life, it is also sensible to see estate planning as a lifelong project. Let’s look at some of the considerations you should...
Category: NEWSLETTERS
Estate Planning Projects to Tackle in the New Year
As the end of the year approaches and you begin to look back on 2018, what changes need to be reflected in your estate plan? Have you gotten married or divorced in the past year? Perhaps you’ve welcomed a new child or grandchild, or experienced a change in your health. So...
Is Your Estate Plan Probate-Proof?
Why Proactive Estate Planning with Your Attorney Is the Smartest Way to Avoid Probate
Here’s an important question to consider: When was the last time you had an estate planning attorney perform a full review of your long term plans for your financial affairs, your family, and your legacy?
For that matter, have...
How to Avoid a Disastrous Will or Trust Contest
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can prevent that result.
What is a Will or Trust Contest?
A will or trust contest is a type of lawsuit that is filed to object to the...
What is Asset Protection and Do I Need It?
If you are like most people, when you hear “asset protection planning,” you think of people like Jeff Bezos or the Walton family. A common misconception is that only wealthy families and people in high-risk professions need asset protection planning. In reality, everyone is at risk of being sued and possibly losing everything...
Estate Plans for College Students and Other Young Adults: Why It’s the Perfect Time to Set Your Kids Up for Success
As spring break swiftly approaches, the parents of young adults experience a mixed bag of emotions.
It can be exciting to see your children branching out and becoming successful adults in their own right — a time full of hard work and self-discovery that hopefully lays the groundwork for a fulfilling career in...