You and your family might have already had the initial conversations around whether a loved one needs additional support beyond what you can provide. Sometimes you and a network of family members may be unable to provide the kind of support that a person ...
Is Cash King When It Comes to Your Estate Plan?
As we approach the end of 2020, it's important to look ahead into 2021 and determine which of your estate and financial plans are aligned with your needs and expectations. There is a high chance that you can consider cash items king in 2020. When it comes ...
What Questions Should You Ask Yourself for a Purpose Driven Retirement?
Anyone who is approaching retirement has likely had a sense of purpose their entire life. This makes it all the more important to view this transition as yet another opportunity to open this new chapter in your life with a good sense of purpose. Looking a ...
Avoid These Estate Planning Mistakes Prior To The Biggest Wealth Transfer in History
One of the biggest wealth transfers that the United States has ever seen will take place in the coming 25 years. This is because it is anticipated that up to $68 trillion of wealth will be passed from current to future generations. This presents you a uni ...
What Does Your Estate Executor Need to Do Immediately After a Loved One Passes Away?
An estate executor, which might be called different terms in different states plays an important role in closing out the final affairs of a recently deceased family member. There are a couple of aspects of this process that take place over the course o ...
What Happens If I Cannot Locate an Estate Plan?
If you heard from a loved one that they created a will or other documents in an estate plan but you are concerned about finding it in the immediate aftermath, you need to think carefully about where the will might be stored. There are several common place ...
Readiness and Age: Important for Discussing Estate Plans
Have you told your loved ones where your most important documents can be found? Do they know that you’ve executed a power of attorney? Do the appointed parties know their role? If your answer to these questions is “no”, it might be time to have a conversa ...
What Are the Disadvantages of Skipping a Power of Attorney?
You've probably heard that a last will and testament is one of the most important estate planning documents you can have. While this is certainly true, it can be a mistake to overlook key estate planning documents that should supplement the statements in ...
Black Panther Star Passes Away Without a Will
Plenty of celebrities are in the news for all the wrong reasons when it comes to the time of their passing. Many of them either don't realize or don't anticipate the possibility of their estate plan being invoked sooner than they expected. The fate of 43 ...
Is Now the Right Time for Gift Planning?
There could be major changes in tax and estate laws as a result of the November election, which means it's important to think about estate as well as wealth transfer planning. The support of an experienced and dedicated estate planning lawyer can go a ...