October 30, 2019

Estate Planning: First Steps

A certain level of preparation will make drafting an effective estate plan that best reflects your wishes not only possible but a whole lot easier.
October 16, 2019

How Much Power of Attorney Should You Give to Your Attorney-in-Fact?

Your attorney-in-fact will be in charge of certain aspects of your life if you become mentally incapacitated. It is crucial to appoint someone who is worthy of your trust.
October 15, 2019

What is a Trust?

A trust is a written document that creates a relationship between persons. The grantor or settlor is the person who creates the trust. The terms of the trust are set forth in the document.
September 26, 2019

The Last Step of Your Estate Planning

It does not matter how much forethought you put into distributing your assets, or how expensive it was to draft your will or trust if the people bound by these documents do not know what they contain, or potentially that they even exist.
September 21, 2019

What is a Will & Why is It Important?

A Last Will and Testament (“will”) is always a written document, which among other things directs the disposition of your assets after death.
September 17, 2019

6 Events That Should Trigger an Estate Planning Update

Almost any major life event has estate planning implications, but some major changes should always cause your planning documents to be reviewed.
September 5, 2019

Estate Planning & Divorce

Not taking appropriate actions after divorce can lead to problems ranging from having the wrong person making your medical care decisions to them receiving the payout of an insurance policy.
August 10, 2019

What Happens If You Die Without a Will?

A person who dies without leaving a valid Last Will & Testament (Will) is said to have died intestate. This can cause serious headaches with the
August 1, 2019

Make Reviewing Your Estate Plan an Annual Event

Estate planning is all about five essential documents. Documents drafted 30, 20, or even 10 years ago may need updating. Major life events such as marriage, the birth of children, or starting a new business, all have serious estate planning considerations.