Recent Blog Posts
Preparing for the Storms of Life
Many people think an estate plan only involves drafting a document before you die. An equally important part of an estate plan should include what happens to you and your assets while you are living.
President Biden: Expected Tax Changes
Within the next year, it is anticipated that President Biden and his administration will introduce legislation to change various tax laws that will have a significant impact on estate planning.
Discussing Estate Planning with Loved Ones
I always advise my clients to let their family members know that they have done estate planning and where the documents are located. At a minimum … family members must know that planning has been done.
Family Planning: Helping With Ill Will
If you die without a will or trust, a court will decide … who will inherit your property. The result could well be contrary to your wishes.
Elder Abuse and Prevention
Caring for older people can be a difficult and stress-provoking task. More than two-thirds of elder abuse perpetrators are family members of the victims, typically serving in a caregiving role.
Better Estate Planning
An effective estate plan has many benefits and involves recognizing four challenges: death, outliving resources, emergencies, and mental or physical disability.
Drafting Your Own Will or Trust
When people ask me if they can do their own estate planning, my simple answer is “yes.” There are many wills that were prepared by the decedent.
How To Fund Your Living Trust
Many people choose a living trust in their estate plan. However, major mistakes can be made when they do not properly fund their trusts.
Estate Planning for Singles
Singles face the inevitable as much as anyone else. You need to make your important personal decisions or the courts may do it for you.
Spring Cleaning and Estate Planning
It’s almost the New Year! If you know someone who has a messy or old estate plan, it may soon be time for some “Spring cleaning.”
