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Got 2020 Financial Goals? Don’t Skip These

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The end of the year is the perfect time for reflection. If this year didn’t add up to all you’d hoped it would be and you want to start off on a better foot in the New Year, there are at least four goals you can’t afford to miss on your list. Start by looking […]

Is Talking About Estate Planning Going to Cause a Fight in Your Family?

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Getting together for the holidays or to celebrate the new year gives you a great opportunity to reconnect with your loved ones. But if one of the things on your to-do list this year is to discuss estate planning arrangements, you might be concerned about the possibility for conflict. The good news is that there […]

How Do I Break the News to My Kids That I’m Not Planning to Pass On Assets to Them?

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Deciding to disinherit someone in your family is fraught with emotional considerations and concerns. Wondering whether or not you should inform the family member about your intention to exclude them from your estate planning can be a very difficult question to answer and one that you should discuss directly with your estate planning lawyer.An estate […]

The Difference Between Trusts and Wills

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Do you know how to decide whether or not you need a trust, a will, or both? Most people partner with an experienced estate planning lawyer when putting together their strategy for their estate. A lawyer can help you review existing estate planning documents and help you decide what assets will be passed through a […]

Are You in The 66% Of Americans Who Don’t Have This Estate Planning Document?

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Far too many Americans overlook the potential benefits of estate planning because they believe it’s too difficult, not necessary for their specific situation or too expensive. But there can be major costs to ignoring components of your estate plan. Most people are familiar with the benefits afforded by a will, but a new study shows […]

Key Players in an Established Family Trust

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Have you thought about using various estate planning strategies, such as a trust, to establish some level of control and clarity during your estate planning process? The establishment of a family trust might be one specific way in which you intend to accomplish this goal.  There are several different key players involved in the establishment […]

What’s Your Big Purpose for Succession Planning?

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If you own a company, you can’t afford to think just about the day to day. In fact, even planning ahead for your own company’s future while you are still involved might not be enough to protect your business from success long into the future. This is because you can’t afford to neglect the power […]

Don’t Forget Your HIPAA Authorizations in Estate Planning

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In the event that you become incapacitated, it will be important for anyone you have named as a power of attorney agent to be able to make decisions on your behalf.  If you are incapacitated, you are unable to make these decisions for yourself, but without appropriate estate planning documents, appointing someone else to do […]

Are Your Retirement Plan Contributions Up to Par?

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The end of the year will quickly be here upon us. Many people have already started their holiday planning, but you can’t afford to neglect the opportunities that come with the burst of momentum to knock things off your to-do list and plan ahead for a successful 2020.  Yearend financial planning sets you up for […]

Leveraging Your Charitable Giving Before and After You Retire

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There’s a good chance that if you’ve been active with philanthropy and charitable giving, that it’s been a part of your life for as long as you can remember. But it might be time to adjust that strategy before and after retirement after speaking with a knowledgeable and experienced estate planning attorney.  An estate planning […]

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