What Should Be Included in your Estate Plan?
The best time to do estate planning is ten years ago, but the second-best time to do so is now.
Estate Law Blogs & News
Why Is It Important to have a Will?
Less than half of Americans have a will. Here’s why it’s critical to be among those who have taken the time to draft this important document.
How Do You Divide Inheritance Between Each Son?
First, before making a gift or bequest outright to your youngest son, consider whether now or in the future he will possibly be eligible for governmental assistance based on his disability and his own assets.
What Do I Do As A Power of Attorney?
We see recurring confusion about what it means to be appointed with authority over money in a Durable Power of Attorney (DPOA) for aging parents.
Can I Create a Stress-free Transfer of Assets?
Estate planning is a cornerstone of any healthy financial plan, but it can be difficult to discuss.
Can I Write a Perfect Will?
Talking about death is not the most fun thing to do, especially when yours is the main topic. For this reason, you may postpone writing your will. You still have to write your will, if you want particular people to be in charge of your belongings after you pass away.
Can I Be Sure My Estate Plan Works?
Your estate plan is much more likely to be successful, when you recognize and avoid the most common mistakes and take some key actions that often are overlooked.
Should You Add Someone to Your Bank Account?
I know of someone who was joint account holder with his dad for many years, then later his dad then appointed him as power of attorney. How does that work? Is the son still a joint account holder?
What are Typical Estate Planning Documents?
If you want loved ones to remember you fondly, tackle your estate planning tasks. Your heirs will thank you for not leaving a legal mess to sort out.
Reviewing An Estate Plan Matters
Many of our parents completed their estate plans decades ago. The documents may still be valid. However, if they are stale or outdated, you may spend significant money trying to use them down the road.
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