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Posts Category - Legacy Planning

What Is a Healthcare Proxy?

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A healthcare proxy is a term you might have hard of in relation to comprehensive estate planning. The term proxy refers to another person acting on your behalf. With regard to healthcare proxies, this person is equipped to express your individual wishes on your behalf if you are unable to do so. Depending on where […]

How to Minimize Mistakes During the Estate Planning Process

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Since estate planning can be complex and should be aligned with your individual and family goals, mistakes can and do happen. All too often these common mistakes are ones that end up being revealed in the midst of a crisis or after the loss of a loved one. The most common estate planning mistake is […]

How to Work with Morton Law Firm PLLC Currently

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We recognize that many families are going through difficult times and might still need assistance in the form of estate planning support. Morton Law Firm PLLC remains open and accessible throughout the pandemic. We are still open for business and are 100% virtual and still staffed. Furthermore, if you are not able to attend an […]

Taking Your Time with Estate Planning

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Sometimes it’s the loss of a loved one or someone in your family being diagnosed with Alzheimers’ that gives you the sign to put ‘estate planning” at the top of your to-do list. But the truth is that it can be dangerous to rush your planning if you’re doing it on your own. Hiring an […]

7 Steps for an Estate Plan Now

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Do you have a plan for what will happen to your assets when you pass away? What about who will be able to make decisions on your behalf if you become unable to do so? These are just a few of the questions you’ll need to answer when you put together your estate plan and […]

Yes, Even College Students Can Benefit from Estate Planning

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People of all ages have the potential to recognize the possible benefits of estate planning but one that is often overlooked is when parents send their new 18-year olds off to college campuses in the fall without completing the appropriate estate planning steps.  A great time to think about estate planning is now as many […]

Estate Planning & Your Home Title

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There have been many commercials and some news stories about people having their homes stolen. The narrative in these stories typically goes that a thief finds the title to your home by locating it online or hacking into it. According to this story, the thief then steals the title, forges documents, and end up owning […]

Are You Subject to The Estate Planning Minefield? Beneficiary Designations Should Not Be Overlooked

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You probably had no idea about just how many things can go wrong by listing the wrong person or a person who should no longer have this authority on your beneficiary designation forms. There are some best practices that you can implement in your estate planning instead that could minimize the possibility for unfortunate and […]

How Many People Don’t Have A Will In 2020?

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Every year Caring.com conducts a study to determine where people’s minds are at with regard to estate planning. There are many different questions asked inside this survey that it typically involves more than 2,400 people. But one of the most important is to determine who already has an estate plan in place. For middle-aged Americans […]

Don’t Keep Financial Secrets from Your New Mid-Life Partner

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There are many complicated facets of estate planning that arise when marrying someone in mid-life. Keeping financial secrets and refusing to share your financial history with your partner could set you both up for problems in the future. Furthermore, a mid-life marriage, including a second or third marriage, requires upfront honesty about both of your […]

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