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 […]

Planning ahead for your own future can be difficult because many people do not want to come to terms with their own mortality. It can be even easier to skip out on the estate planning process if you believe that you do not have the wealth necessary to warrant these documents. However, to ensure that […]

Estate planning is a comprehensive process that may involve multiple professionals who can assist you with determining the right strategies for planning ahead for your future. A good financial advisor is someone that you will need at some point in your life and the estate planning process is a great opportunity to identify one if […]

In the event that you want to ensure that your spouse gets access to your wealth after your death, this may be referred to as an ‘I love you’ will. In this situation your spouse will receive the assets outright and it will initially appear as if those assets will be handled according to the […]