Home DNA Tests: A Bump in Your Estate Plan
Discovering your ancestry can be both fun and fascinating. At-home DNA tests have grown in popularity in recent years. Often given as a unique gift for loved ones, the kits ...
Estate Planning Is More Than Just Death Planning
Many believe that estate planning is simply instructions on how to distribute your assets when you pass away, but the reality is that proper estate planning can do much more. ...
What to Bring to Your First Meeting with the Estate Planning Attorney
If you are thinking about putting together an estate plan, it is important to consult with an attorney who is knowledgeable and experienced in this area of law. Your initial ...
Four Tips for Avoiding a Contested Estate Plan
A will contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can help your family avoid a potentially ...
Will vs. Trust: Which is Right for You?
When you sit down to create your estate plan, there are likely dozens of questions running through your mind. Who should get possession of your home? Who should run the ...
Financial Powers of Attorney
The wealth, property, and investments we accrue over a lifetime are often significant. While you have carefully managed your finances through the years, there may eventually come a time when ...
Estate Planning Is Not Just About Money
It is a common misconception that financial management and estate planning are reserved for the wealthy. Regardless of how much you have in the bank, you and your family can ...
The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits
Many people believe that once they set up a Revocable Living Trust and transfer assets into the trust, those assets are protected from lawsuits. This is absolutely not true. While ...
Who gets Your “Stuff”: Four Tips for Success
What is a personal property memorandum? It is a frequently-used estate planning document that provides an opportunity to expand upon your will or trust. Many wills or trusts simply divide ...
What Does a Discretionary Trust Mean?
Sometimes giving assets outright to a beneficiary – such a child, a grandchild or a loved one with special needs – is not the ideal method of distributing assets in ...