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Life Insurance Before and Post-Divorce: What to Know

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You have probably planned your life carefully up to this point and put in time and energy with your former spouse to drop a will and establish trust to organize your estate after you pass away.  Together you’ve probably put insurance policies in place for life, health and disability and made decisions about the guardianship […]

Create Your Estate Planning Amendment Plan

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There are many different reasons that you might wish to amend your estate planning documents and this can include various different aspects, such as new beneficiaries, changes to your trust or changes to your will. In order for these updates to be effective they must be done properly.  Otherwise, this can lead to not just […]

Who Are the Stakeholders Involved in Business Succession Planning?

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You’ve probably taken a long view approach to establish and found your business. Growing a company is probably one of the greatest achievements of your life, but if you’ve failed to consider the other potential stakeholders who could be influenced if you had to leave the business either by your own choice or involuntarily, you […]

Have You Disability Proofed Your Estate Plan?

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Your estate plan includes important components such as a will, to help distribute your assets if and when something happens to you. But one of the most overlooked aspects of planning for incapacity during your life has to do with a lack of knowledge surrounding what it might be like to live with a disability. […]

Do Rising Healthcare Costs Called for Updated Trusts?

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One of the biggest concerns at the top of minds for retirees are being able to afford potential decades of life post-retirement and preparing for soaring healthcare costs.   If you were savvy enough to put together a trust in the past to help protect your beneficiaries, now might be the time to revisit that […]

Got a Stepfamily? Don’t Forget Them in Your Estate Plan

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Today’s families need the support of dedicated and knowledgeable estate planning lawyers. With second or third marriages and blended families, estate planning calls upon professionals to help design unique and meaningful plans based on the structure of the family in question.  A good estate plan can help to avoid conflicts when you have children from […]

How Do I Know if Medicaid Will Pay for My Nursing Home?

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Are you concerned about the rising costs of long-term care? You’re not alone. A growing portion of the population in the U.S. will need some form of long-term care support in the future and very few people have planned for how they will pay for it.  Most people are under the belief that Medicare pays […]

Two Kinds of Advanced Directives

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Did you know that there are two ways you can explain your wishes should something happen to you and you are unable to advocate for yourself? Most people overlook some of the estate planning tools designed to help you while you’re still alive, but these can be the most important when loved ones are stepping […]

Are You One of the Many Adults Who Find Finances Daunting?

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Thinking ahead about your future requires careful and complex consideration of a variety of issues. A recent study by Unum shows that many adults find their finances daunting and therefore, forget to take action steps that can help to protect them or their loved ones.  According to this study, around 38% of adults in the […]

Your Estate Plan Isn’t Complete Unless You Have Discussed These Five Documents

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Every so often it’s helpful to sit down and review your existing estate planning documents. Ideally you will have stored a copy of these with your estate planning lawyer and also have copies for yourself. Regular review of your existing estate plans can help you to determine when you need to incorporate additional planning goals.   […]

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