Once you know that you need a solid estate plan to help you accomplish your goals, the next step is to conduct an inventory. You have to know what you have and what might be included in your estate before you attend a meeting with your estate planning lawyer. Many people find themselves overwhelmed by […]

Without any advanced planning, your retirement assets do give you some protection against creditors, but it’s not comprehensive. If you want to increase your overall asset protection, you need to consult with an attorney to figure out how to boost the protection of the personal assets you have worked so hard to build. A qualified […]

Without any advanced planning, your retirement assets do give you some protection against creditors, but it’s not comprehensive. If you want to increase your overall asset protection, you need to consult with an attorney to figure out how to boost the protection of the personal assets you have worked so hard to build. A qualified […]

Most parents of special needs children understand that taking action steps to plan for the future is imperative. One of the most common ways to do this is by working with an experienced estate planning lawyer to put together a special needs trust. Beyond the basic terms of the trust, designed to protect a loved […]

Approaching the topic of death is never easy, but it might help to reframe the estate planning process by viewing it as your way to leave behind a legacy and a love note for your family. The truth is that you may get more peace of mind from knowing that you have taken the right […]

If you ask any Millennial what’s on tap for them in the next several years, there’s a good chance they’ve got a list with all kinds of travel, graduation, debt repayment, and career goals. But one issue that does not come up enough in these “life” to-do lists is estate planning. In fact, since there’s […]

If you realize after the fact that you and your spouse did not have your account set up properly, all of the estate planning that you have done prior to that point may become invalid. If you have a will as well as a trust, bear in mind that nay beneficiary designations you have on […]

Many younger families put off the process of engaging in estate planning or consulting with an attorney because they think they are too healthy, too young or simply cannot afford it. Others may have trouble thinking about what might happen to their family members if something were to happen to them. This is particularly true […]

The right estate plan is a group of small plans that all work together in order to create a comprehensive plan for your business, your family and your life depending on your unique situation. Don’t make the mistake of putting off your estate planning until it’s too late, as it could create additional confusion or […]

Finding the right people to help you with your estate and your financial affairs is more than just good advice- it can help protect everything you have worked so hard to build. Make sure you investigate the background of any professional you intend to work with so that you have peace of mind about your […]