Estate planning, trust administration, living trusts, probate, and wills can certainly be daunting. Let us help make sense of some of these topics with our blog posts below.
You and your spouse live together, you work together, and chances are you spend a lot of your free time together. Having a successful marriage and business takes a lot of hard work and dedication but can also be among the most rewarding things in life. To help keep you on the right track, here…
When your child is under the age of 18, you, as their parent, can make most, if not all decisions, on their behalf. However, when your child turns 18, the law views them as an adult, and you no longer have the ability to control what and how decisions are made, or even receive relevant…
Your estate plan, like your home, periodically needs a thorough polishing. Your life circumstances are constantly changing, and an estate plan that perfectly met your needs a couple of years ago may now be cluttered with outdated provisions or documents. With spring fast approaching, now is the time to dust off your estate plan to…
It is mind-blowing to think of what has happened in our world in the last few weeks. Never in a million years would I guess that we would be right here right now. We all are trying to adjust to this new normal. One of the best things you can do for your family right…
The reality of COVID-19 has forced many individuals to address the “what if” scenarios that were previously unthinkable, or at least the situations that no one ever wants to talk about or deal with. Most of us have never dealt with extended periods of isolation at home and long-term social distancing in our lives. Many…
Believe it or not, in the U.S. it isn’t easy to disinherit your spouse. But the same is not true for other family members – generally, you can use your estate plan to disinherit your brothers and sisters, your nieces and nephews, or even your very own children and grandchildren. However, in the majority of…
One of the main reasons for getting an annual physical is to detect and treat problems before an illness or health condition becomes serious. Likewise, it is important for your estate plan to get a regular check-up to address changes in your life circumstances or in the law to ensure that optimal plans are in…
In the midst of uncertainty it’s hard not to feel like things are out of control and everything is out of your hands. Our office has been inundated with questions from people asking what they can do NOW to protect their family and to get their affairs in order. Get organized– Do you know exactly…
A complete estate plan must include certain essential parts. In fact, it is similar to building a snowman in some respects. The traditional snowman has several critical components: bottom, middle, and top snowballs, as well as “arms” and a “face.” If any of these are left out, the snowman can look a little odd! The…
