October is National Estate Planning Awareness Month.  Proper Estate Planning may provide security and peace of mind but sometimes feels difficult to approach.  This month, I want to share resources geared toward overcoming obstacles that you or your family may be...
Estate planning is a game of timing. Regulations change constantly meaning best practices are in continual flux. Ensuring you and your loved ones are well taken care of means treating your plan as an evolving document. With the passing of recent legislation and the...
When putting together your estate plan, you need to choose an Executor, the person responsible for administering your estate. Once you’ve decided on who that should be, there are things you can do to help your Executor out.  Prepare a list of assets, including real...
Parents of a child who is receiving benefits from a needs based government program (or might be eligible for such benefits in the future) must pay careful attention to their estate planning. The options available for leaving assets to the child are: Disinherit the...
With the Covid-19 pandemic continuing to ravage the nation, folks of all ages and walks of life are awakening to the importance of having an estate plan. It’s becoming clear that even the young and healthy are at risk. In this present moment, tomorrow is less certain...
Many couples would like to provide for their spouse in their wills, but also make sure their respective children from a previous marriage receive an inheritance.  They worry that if everything is left to the surviving spouse, then the survivor’s children will receive...
Recent Comments